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Cipolla Financial Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Cipolla Financial Advisors is a small financial services practice based in Santa Rosa, California. It serves individuals and business owners by delivering personalized, comprehensive financial guidance aimed at achieving financial security. The firm emphasizes understanding each client's goals and challenges to tailor strategies that can grow wealth, protect assets, and support long-term financial well-being.

Wealth management services are provided through affiliated entities, including Diversify Advisory Services, which is an SEC-registered investment adviser. Securities transactions and related services are carried out through DFPG Investments, LLC, a broker-dealer that is a FINRA/SIPC member and an affiliate of Diversify.

Find Cipolla Financial Advisors employees' phone numbers or email addresses

Cipolla Financial Advisors Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Cipolla Financial Advisors's Leadership

  • Stylized image of a person
    E. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. A.
    Staff Accountant
    Phone icon
    Mobile Phone

Cipolla Financial Advisors Employee Metrics

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

Contact profiles from Cipolla Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. C.
    Owner
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    A. M.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    May 28, 2026
  • Stylized image of a person
    G. A.
    Staff Accountant
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Oct 17, 2025

Frequently Asked Questions

What is Cipolla Financial Advisors known for?

Minus sign iconPlus sign iconCipolla Financial Advisors was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 50 Santa Rosa Avenue Suite 110 Santa Rosa, California 95404 United States; you can contact the main corporate office by phone at
+1-707-569-****
. Explore Cipolla Financial Advisors's company overview page for more information.

What is Cipolla Financial Advisors's most common email format?

Minus sign iconPlus sign iconCipolla Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cipolla Financial Advisors email formats with LeadIQ.

How many employees does Cipolla Financial Advisors have currently?

Minus sign iconPlus sign iconCipolla Financial Advisors has approximately 3 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Cipolla Financial Advisors's key employees and leadership?

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As of April 2026, Cipolla Financial Advisors's key employees include:

  • Owner: E. C.
  • Managing Director: A. M.
  • Staff Accountant: G. A.

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