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Benefit Financial Services Group (fka PacWest Financial Mgt.) Employee Directory

Investment ManagementArizona, United States2-10 Employees

Benefit Financial Services Group, formerly PacWest Financial Management, is an independent investment management firm based in Phoenix, Arizona. Founded in 1997, the company describes its approach as a service platform in which each client is known and understood, with goals aligned to long-term objectives, guided by professional expertise, honesty, and transparency. The firm is independently owned, free from control by other financial institutions, and operates with a small team.

Investment research and money management are conducted in-house, and clients are welcome to visit to observe activities. Client assets are held at one of three large national independent custodians, and withdrawals require client authorization rather than firm discretion. All investment actions are transparent to clients, reflecting the organization’s emphasis on openness in its client relationships.

Find Benefit Financial Services Group (fka PacWest Financial Mgt.) employees' phone numbers or email addresses

Benefit Financial Services Group (fka PacWest Financial Mgt.) Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Benefit Financial Services Group (fka PacWest Financial Mgt.)'s Leadership

  • Stylized image of a person
    G. L.
    Managing Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Client Service Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. C.
    Executive Assistant
    Phone icon
    Mobile Phone

Benefit Financial Services Group (fka PacWest Financial Mgt.) Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Benefit Financial Services Group (fka PacWest Financial Mgt.)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. L.
    Managing Principal
    Phone icon
    Mobile Phone
    United StatesArizona
    Mar 10, 2026
  • Stylized image of a person
    S. S.
    Client Service Specialist
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    T. C.
    Executive Assistant
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Benefit Financial Services Group (fka PacWest Financial Mgt.) known for?

Minus sign iconPlus sign iconBenefit Financial Services Group (fka PacWest Financial Mgt.) was founded in 1997 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-602-997-****
. Explore Benefit Financial Services Group (fka PacWest Financial Mgt.)'s company overview page for more information.

What is Benefit Financial Services Group (fka PacWest Financial Mgt.)'s most common email format?

Minus sign iconPlus sign iconBenefit Financial Services Group (fka PacWest Financial Mgt.) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Benefit Financial Services Group (fka PacWest Financial Mgt.) email formats with LeadIQ.

How many employees does Benefit Financial Services Group (fka PacWest Financial Mgt.) have currently?

Minus sign iconPlus sign iconBenefit Financial Services Group (fka PacWest Financial Mgt.) has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Benefit Financial Services Group (fka PacWest Financial Mgt.)'s key employees and leadership?

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As of July 2026, Benefit Financial Services Group (fka PacWest Financial Mgt.)'s key employees include:

  • Managing Principal: G. L.
  • Client Service Specialist: S. S.
  • Executive Assistant: T. C.

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