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Embarcadero Financial Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Embarcadero Financial Group is a financial services firm based in San Francisco, California. The company focuses on helping individuals and business clients make informed decisions about financial goals by offering planning and investment management guidance, along with transparent solutions tailored to various situations. For business clients, it provides expertise in selecting and implementing corporate and employee benefits, aiming to support long-term financial stability. Securities are offered through a registered broker-dealer, while investment advisory services come from Embarcadero Financial Group and its affiliated management entity, with insurance provided separately through Embarcadero Financial Insurance Services. The firm emphasizes security, experience, and knowledge as core elements of its service delivery. A small team supports its operations, and the organization maintains a physical presence at its San Francisco location.

Find Embarcadero Financial Group employees' phone numbers or email addresses

Embarcadero Financial Group Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Embarcadero Financial Group's Leadership

  • Stylized image of a person
    C. C.
    Client Account Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. T.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. S.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J.
    Client Service Associate And Benefits Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Q. B.
    Engineer Technician
    Phone icon
    Mobile Phone

Embarcadero Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Human Resources
  • Accounting
  • Other

Contact profiles from Embarcadero Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    Client Account Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. T.
    Principal
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    F. S.
    Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 29, 2026
  • Stylized image of a person
    M. J.
    Client Service Associate And Benefits Specialist
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    Q. B.
    Engineer Technician
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Embarcadero Financial Group known for?

Minus sign iconPlus sign iconEmbarcadero Financial Group was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 101 Montgomery Street Suite 1250 San Francisco, California 94104 United States; you can contact the main corporate office by phone at
+1-415-391-****
. Explore Embarcadero Financial Group's company overview page for more information.

What is Embarcadero Financial Group's most common email format?

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

How many employees does Embarcadero Financial Group have currently?

Minus sign iconPlus sign iconEmbarcadero Financial Group has approximately 8 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Embarcadero Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of March 2026, Embarcadero Financial Group's key employees include:

  • Client Account Manager: C. C.
  • Principal: C. T.
  • Financial Advisor: F. S.
  • Client Service Associate And Benefits Specialist: M. J.
  • Engineer Technician: Q. B.

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