What departments does C3 FINANCIAL PARTNERS have?

C3 FINANCIAL PARTNERS has employees across 4 departments including Accounting, Business, Administrative, Arts & Design.

What is the largest department at C3 FINANCIAL PARTNERS?

The largest department at C3 FINANCIAL PARTNERS is Accounting with 1 employees.

Where are C3 FINANCIAL PARTNERS employees located globally?

C3 FINANCIAL PARTNERS has employees across 1 continents and 1 countries including United States Of America.

How has C3 FINANCIAL PARTNERS's team size changed over time?

C3 FINANCIAL PARTNERS's team has decreased from approximately 8 to 7 employees based on available data.

C3 FINANCIAL PARTNERS Employee Directory

InsuranceTexas, United States11-50 Employees

C3 Financial Partners is an insurance-focused advisory firm based in Dallas, Texas. It assists individuals and families with estate planning, business planning, and philanthropic planning. The firm emphasizes planning as an ongoing process and works to coordinate input from attorneys, accountants, financial professionals, and family members to keep plans aligned.

Its clients face challenges such as lack of clarity about goals, uncertainty about the validity of their plans or advisers, and a tendency to view planning as a one-time event. By fostering clarity, confidence, and coordinated action, the firm aims to manage evolving financial situations, personal circumstances, and changes in tax laws over time. Securities are offered through Valmark Securities, Inc., with investment advisory services through Valmark Advisers, Inc.; C3 Financial Partners operates as a separate entity.

C3 FINANCIAL PARTNERS Global Highlights

North America
9

United States Of America
9

C3 FINANCIAL PARTNERS's Leadership

C. J. S.
Senior Partner | Cpa, Aep®, Cap®
Mobile Phone
Email
T. S. H.
Business Continuity
Mobile Phone
Email
G. C.
Sba Financing Consulting Services
Mobile Phone
Email
L. B.
Underwriting And Case Design
Mobile Phone
Email
R. B.
Compliance
Mobile Phone
Email
R. B.
Executive Coordinator
Mobile Phone
Email
S. M.
Mobile Phone
Email

C3 FINANCIAL PARTNERS Employee Metrics

100%

50%

0%

2026

2025

Business
Finance
Legal
Accounting
Administrative
Other

Contact profiles from C3 FINANCIAL PARTNERS

Name

Title

Contact Info

Location

Last Update

C. J. S.
Senior Partner | Cpa, Aep®, Cap®
Mobile Phone
Email
United StatesTexas
Jun 02, 2025
T. S. H.
Business Continuity
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026
G. C.
Sba Financing Consulting Services
Mobile Phone
Email
United StatesPennsylvania
Aug 10, 2025
L. B.
Underwriting And Case Design
Mobile Phone
Email
United StatesTexas
May 21, 2025
R. B.
Compliance
Mobile Phone
Email
United StatesFlorida
May 07, 2026
R. B.
Executive Coordinator
Mobile Phone
Email
United States
Jul 29, 2024
S. M.
Mobile Phone
Email
Nov 19, 2025

Frequently Asked Questions

What is C3 FINANCIAL PARTNERS known for?

C3 FINANCIAL PARTNERS operates in the Insurance industry. The company's main headquarters is located in Dallas, Texas 75225 United States. Explore C3 FINANCIAL PARTNERS's company overview page for more information.

What is C3 FINANCIAL PARTNERS's most common email format?

C3 FINANCIAL PARTNERS employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more C3 FINANCIAL PARTNERS email formats with LeadIQ.

How many employees does C3 FINANCIAL PARTNERS have currently?

C3 FINANCIAL PARTNERS has approximately 11 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are C3 FINANCIAL PARTNERS's key employees and leadership?

As of May 2026, C3 FINANCIAL PARTNERS's key employees include:

Senior Partner | Cpa, Aep®, Cap®: C. J. S.
Business Continuity: T. S. H.
Sba Financing Consulting Services: G. C.
Underwriting And Case Design: L. B.
Compliance: R. B.

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C3 FINANCIAL PARTNERS Employee Directory

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