FocalPoint Wealth Management Employee Directory

FocalPoint Wealth Management corporate office is located in 20860 N Tatum Blvd Ste 195, Phoenix, Arizona, 85050, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

3

C-Suite

1

Operations

1

FocalPoint Wealth Management CEO

CU
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Christopher UrnessFounder & Chief Executive Officer
PhonePhoneEmailEmail
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Key Employees of FocalPoint Wealth Management

FocalPoint Wealth Management Global Presence

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North America1-10

Index of contact profiles from FocalPoint Wealth Management

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at FocalPoint Wealth Management

Explore people who held key positions, contributed to FocalPoint Wealth Management's success, and advanced their careers.

  1. TP

    Timothy Picciott

    Wealth Advisor at Innovative Advisory Gr...

    Worked as Wealth Advisor

    at FocalPoint Wealth Management (2015-2018)

    Flame icon indicating likelihood to engage via phone.email Timothy Picciott Email Flame icon indicating likelihood to engage via email.direct Timothy Picciott Direct
  2. TH

    Timothy Hammond

    Wealth Advisor at Gateway Financial Part...

    Worked as Wealth Advisor

    at FocalPoint Wealth Management

    email Timothy Hammond Email direct Timothy Hammond Direct

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Frequently Asked Questions Regarding FocalPoint Wealth Management Employees

How many employees does FocalPoint Wealth Management have?
FocalPoint Wealth Management has 1-10 employees Who is the CEO of FocalPoint Wealth Management?
FocalPoint Wealth Management’s CEO is Christopher Urness Who are FocalPoint Wealth Management key employees?
Some of FocalPoint Wealth Management key employees are David Cargill, Steven Vestri, Katelyn Fife Where is FocalPoint Wealth Management located?
FocalPoint Wealth Management’s headquarters are located at 20860 N Tatum Blvd Ste 195, Phoenix, Arizona, 85050, United States How do I contact FocalPoint Wealth Management?
FocalPoint Wealth Management Contact Info: Phone number: (480) 771-7526 Website: www.focalpointwealth.com What does FocalPoint Wealth Management do?

FocalPoint Wealth Management specializes in providing independent financial planning, retirement investment services, and estate management. They focus on building valued client relationships and act in a fiduciary capacity, ensuring that clients' best interests are prioritized. Their services cater to various life stages, including young adults, t... hose nearing retirement, and individuals in their golden years. The firm emphasizes trust, transparency, and personalized advice, free from outside influences.Read More

 Is FocalPoint Wealth Management a public company?
FocalPoint Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about FocalPoint Wealth Management Employees

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