Sherpa Financial Employee Directory

Sherpa Financial corporate office is located in 722 Yorklyn Rd Ste 300, Hockessin, Delaware, 19707, United States and has 11-50 employees.

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peter succoso

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Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Key Employees of Sherpa Financial

PS
Pj Succoso
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Sherpa Financial Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Sherpa Financial

Hundreds of professionals searching for Sherpa Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

PS
Pj Succoso
Email Direct
President
United States , Delaware , Hockessin

PC
Phillip Chen
Email Direct
Investment Advisor & Representative
United States , Delaware , Hockessin

AB
Adrianna Berry
Email Direct
Client Service Associate
United States , Delaware , Hockessin

SC
Scott Chapin
Email Direct
Investment Advisor & Representative
United States , Delaware , Hockessin

DL
David L'erario
Email Direct
Investment Advisor & Representative
United States , Delaware , Hockessin

EH
Elizabeth Herman
Email Direct
Investment Advisor & Representative
United States , Delaware , Hockessin

CM
Chris McLaughlin
Email Direct
Client Service Associate
United States , Delaware , Hockessin

SL
Susan Lacy
Email Direct
Client Service Associate
United States , Delaware , Hockessin

Former Employees at Sherpa Financial

Explore people who held key positions, contributed to Sherpa Financial's success, and advanced their careers.

GK
Gregory Korngut
Financial Advisor at Osaic
Worked as Financial Analyst
at Sherpa Financial (2019-2023)
Email Direct
PS
Peter Seelaus
Owner and Investment A... at Seelaus Financial
Worked as Partner
at Sherpa Financial (2009-2026)
Email Direct
RS
Ryan Seelaus
Member at Pi Sigma Alpha
Worked as Finance Intern
at Sherpa Financial (2023-2023)
Email Direct

Explore More

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Frequently Asked Questions Regarding Sherpa Financial Employees

How many employees does Sherpa Financial have?

Sherpa Financial has 11-50 employees

Who are Sherpa Financial key employees?

Some of Sherpa Financial key employees are Pj Succoso

Where is Sherpa Financial located?

Sherpa Financial’s headquarters are located at 722 Yorklyn Rd Ste 300, Hockessin, Delaware, 19707, United States

How do I contact Sherpa Financial?

Sherpa Financial Contact Info: Phone number: (302) 235-1284 Website: www.sherpafinancial.com

What does Sherpa Financial do?

Sherpa Financial offers a range of financial services including retirement planning, investment advice, estate planning, and tax consultation. Their mission is to help clients achieve their financial goals through personalized strategies such as Life Mapping and Legacy Planning. The firm caters to individuals facing retirement or seeking to underst... Read More

Is Sherpa Financial a public company?

Sherpa Financial is private company therefore does not currently have an official ticker symbol

See more information about Sherpa Financial Employees