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Balance Financial Wellness Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Balance Financial Wellness has about 115 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (99%) and Viet Nam (1%). Banking and Business make up 50% of the profiles with a known department. Balance Financial Wellness's workforce spans 10 departments. Balance Financial Wellness's workforce fell 25% between July 2025 and July 2026.

Find Balance Financial Wellness employees' phone numbers or email addresses

Balance Financial Wellness Global Highlights

Location
Employees

North America
94

Minus sign iconPlus sign icon
  • United States Of America
    94

Asia
1

Minus sign iconPlus sign icon
  • Viet Nam
    1

North America accounts for 99% of Balance Financial Wellness's workforce, followed by Asia (1%).

Balance Financial Wellness's Leadership

  • President, Chief Executive Officer at Balance Financial Wellness
    F.
    President, Chief Executive Officer
    Mobile Phone
  • President And Ceo at Balance Financial Wellness
    R. D.
    President And Ceo
    Mobile Phone
  • Owner at Balance Financial Wellness
    T. C.
    Owner
    Mobile Phone
  • Director Of Compliance And Risk at Balance Financial Wellness
    A. B.
    Director Of Compliance And Risk
    Mobile Phone
  • Intake Assessment Counselor at Balance Financial Wellness
    P. C.
    Intake Assessment Counselor
    Mobile Phone
  • Housing Support Specialist at Balance Financial Wellness
    M. A.
    Housing Support Specialist
    Mobile Phone
  • Employee at Balance Financial Wellness
    R. M.
    Mobile Phone

Balance Financial Wellness Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Education
  • Program & Project Management
  • Operations
  • Administrative
  • Other
  • Healthcare Services
  • Engineering
  • Analytics
  • Banking
  • Business
  • Entrepreneurship
  • Support

Banking is the largest department at 38% of profiles with a known department, up from 0% in July 2025, followed by Business (12%, up from 0%) and Entrepreneurship (12%, up from 0%).

Contact profiles from Balance Financial Wellness

Name
Title
Contact
Location
Last Update
  • President, Chief Executive Officer at Balance Financial Wellness
    F.
    President, Chief Executive Officer
    Mobile Phone
    Jun 29, 2026
  • President And Ceo at Balance Financial Wellness
    R. D.
    President And Ceo
    Mobile Phone
    Jul 23, 2026
  • Owner at Balance Financial Wellness
    T. C.
    Owner
    Mobile Phone
    Aug 04, 2026
  • Director Of Compliance And Risk at Balance Financial Wellness
    A. B.
    Director Of Compliance And Risk
    Mobile Phone
    Dec 22, 2023
  • Intake Assessment Counselor at Balance Financial Wellness
    P. C.
    Intake Assessment Counselor
    Mobile Phone
    Oct 22, 2024
  • Housing Support Specialist at Balance Financial Wellness
    M. A.
    Housing Support Specialist
    Mobile Phone
    Sep 17, 2026
  • Employee at Balance Financial Wellness
    R. M.
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What are the largest departments at Balance Financial Wellness?

Minus sign iconPlus sign iconBanking is the largest department at 38% of profiles with a known department, up from 0% in July 2025, followed by Business (12%, up from 0%) and Entrepreneurship (12%, up from 0%). Balance Financial Wellness's workforce spans 10 departments.

Where are Balance Financial Wellness's employees located?

Minus sign iconPlus sign iconBalance Financial Wellness has about 115 employees across 2 continents, most of them in North America. North America accounts for 99% of Balance Financial Wellness's workforce, followed by Asia (1%). By country, the largest groups are United States Of America (99%) and Viet Nam (1%).

How has Balance Financial Wellness's workforce changed over the past year?

Minus sign iconPlus sign iconBalance Financial Wellness's workforce fell 25% between July 2025 and July 2026. Banking's share of profiles with a known department rose from 0% to 38%.

How many employees does Balance Financial Wellness have currently?

Minus sign iconPlus sign iconBalance Financial Wellness has approximately 115 employees as of October 2026. These team members are located across 2 continents, including North America and Asia.

Who are Balance Financial Wellness's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Balance Financial Wellness's key employees include:

  • President, Chief Executive Officer: F.
  • President And Ceo: R. D.
  • Owner: T. C.
  • Director Of Compliance And Risk: A. B.
  • Intake Assessment Counselor: P. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Balance Financial Wellness's most common email format?

Minus sign iconPlus sign iconBalance Financial Wellness employees' email format typically follows the pattern of FLast@balancepro.org. Trying to find reliable and up-to-date employee contact data? Find more Balance Financial Wellness email formats with LeadIQ.

What is Balance Financial Wellness known for?

Minus sign iconPlus sign iconBalance Financial Wellness was founded in 1969 and operates in the Financial Services industry. You can contact Balance Financial Wellness's main corporate office by phone at
+1-415-821-****
. Explore Balance Financial Wellness's company overview page for more information.

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