Bliss Wealth Management Employee Directory

Q: What is Bliss Wealth Management known for?

Bliss Wealth Management was founded in 2009. Bliss Wealth Management operates in the Financial Services industry.

Q: How many employees does Bliss Wealth Management have currently?

Bliss Wealth Management has approximately 7 employees.

Financial ServicesFlorida, United States2-10 Employees

Bliss Wealth Management has been providing financial services to the people of sunny South Florida for the last three decades. Our mission is for retirees to build, protect and preserve their assets. Our goal is to help take the fear out of your financial future and give you the confidence to enjoy your retirement.

Our team is here for you!

Our office is located in South Florida in Plantation. 

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. (“Bliss Wealth Management”) and Sound Income Strategies, LLC are not associated entities  www.sec.gov

Find Bliss Wealth Management employees' phone numbers or email addresses

Bliss Wealth Management Global Highlights

North America
5

United States Of America
5

Bliss Wealth Management's Leadership

J. R.
Director Of Marketing And Client Relations
Mobile Phone
Email
J. D.
Investment Advisor
Mobile Phone
Email
J. B.
Investment Adviser, Certified Estate Planner, Registered Financial Consultant
Mobile Phone
Email

Bliss Wealth Management Employee Metrics

100%

50%

2026

2025

2024

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Bliss Wealth Management

Name

Title

Contact Info

Location

Last Update

J. R.
Director Of Marketing And Client Relations
Mobile Phone
Email
United StatesFlorida
Aug 11, 2025
J. D.
Investment Advisor
Mobile Phone
Email
Oct 18, 2024
J. B.
Investment Adviser, Certified Estate Planner, Registered Financial Consultant
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025

Frequently Asked Questions

What is Bliss Wealth Management known for?

Bliss Wealth Management was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 817 South University Drive #102 Plantation, Florida 33324 United States; you can contact the main corporate office by phone at

+1-954-236-****

. Explore Bliss Wealth Management's company overview page for more information.

What is Bliss Wealth Management's most common email format?

Bliss Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bliss Wealth Management email formats with LeadIQ.

How many employees does Bliss Wealth Management have currently?

Bliss Wealth Management has approximately 7 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Bliss Wealth Management's key employees and leadership?

As of February 2026, Bliss Wealth Management's key employees include:

Director Of Marketing And Client Relations: J. R.
Investment Advisor: J. D.
Investment Adviser, Certified Estate Planner, Registered Financial Consultant: J. B.

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