Council Financial & Insurance Services Employee Directory

Q: What is Council Financial & Insurance Services known for?

Council Financial & Insurance Services was founded in 1978. Council Financial & Insurance Services operates in the Financial Services industry.

Financial ServicesCalifornia, United States2-10 Employees

Swapan and Amit Munshi with Council Financial and Insurance Services provides quality financial strategies, and offer insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, lifetime income strategies, and estate solutions.

Swapan and Amit Munshi are licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.

Amit Munshi is also Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a New York Life Company. 

425 Market Street
Suite 1600
San Francisco, CA 94105
833-479-2726

Swapan and Amit Munshi are not licensed in all jurisdictions.
Swapan's CA ins lic #0K77128.
Amit's CA ins lic #0531488.

Council Financial and Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.

Find Council Financial & Insurance Services employees' phone numbers or email addresses

Council Financial & Insurance Services Global Highlights

North America
7

United States Of America
7

Council Financial & Insurance Services's Leadership

K. C.
Cfo
Mobile Phone
Email
B. O.
President
Mobile Phone
Email
D. K.
Partner
Mobile Phone
Email
K. C.
Human Resources Benefits Director
Mobile Phone
Email
R. W.
Producer
Mobile Phone
Email

Council Financial & Insurance Services Employee Metrics

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50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
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Contact profiles from Council Financial & Insurance Services

Name

Title

Contact Info

Location

Last Update

B. O.
President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
D. K.
Partner
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
K. C.
Cfo
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
K. C.
Human Resources Benefits Director
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
R. W.
Producer
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Council Financial & Insurance Services known for?

Council Financial & Insurance Services was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 425 Market Street 1600 San Francisco, California 94105 United States. Explore Council Financial & Insurance Services's company overview page for more information.

What is Council Financial & Insurance Services's most common email format?

Council Financial & Insurance Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Council Financial & Insurance Services email formats with LeadIQ.

How many employees does Council Financial & Insurance Services have currently?

Council Financial & Insurance Services has approximately 2 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Council Financial & Insurance Services's key employees and leadership?

As of January 2026, Council Financial & Insurance Services's key employees include:

Cfo: K. C.
President: B. O.
Partner: D. K.
Human Resources Benefits Director: K. C.
Producer: R. W.

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