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Financial Alternatives, Inc. Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Financial Alternatives, Inc. operates as a fee-only advisory firm within the investment management sector, offering wealth management services to successful families and professionals. The firm provides general information about its service approach via its website, while clearly stating that online content is not investment or financial planning advice and that the site is not a solicitation for securities transactions. Based in La Jolla, California, the company serves clients in a professional, fiduciary capacity, focusing on unbiased guidance for managing wealth. The organization has a history of strategic changes, including a merger in 2021 and a subsequent acquisition-related development reported in 2026, reflecting its evolving presence in the wealth management landscape.

Find Financial Alternatives, Inc. employees' phone numbers or email addresses

Financial Alternatives, Inc. Global Highlights

Location
Employees

North America
23

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  • United States Of America
    22
  • El Salvador
    1

Oceania
1

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  • New Zealand
    1

Financial Alternatives, Inc.'s Leadership

  • Partner / Lead Advisor at Financial Alternatives, Inc.
    A. H.
    Partner / Lead Advisor
    Mobile Phone
  • Owner at Financial Alternatives, Inc.
    C. H.
    Owner
    Mobile Phone
  • Asesor En Técnologia at Financial Alternatives, Inc.
    R. P.
    Asesor En Técnologia
    Mobile Phone
  • Account Executive at Financial Alternatives, Inc.
    B. S.
    Account Executive
    Mobile Phone
  • Operations Associate at Financial Alternatives, Inc.
    Y. S.
    Operations Associate
    Mobile Phone

Financial Alternatives, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Other

Contact profiles from Financial Alternatives, Inc.

Name
Title
Contact
Location
Last Update
  • Partner / Lead Advisor at Financial Alternatives, Inc.
    A. H.
    Partner / Lead Advisor
    Mobile Phone
    Jun 29, 2026
  • Owner at Financial Alternatives, Inc.
    C. H.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Asesor En Técnologia at Financial Alternatives, Inc.
    R. P.
    Asesor En Técnologia
    Mobile Phone
    El Salvador
    Apr 14, 2026
  • Account Executive at Financial Alternatives, Inc.
    B. S.
    Account Executive
    Mobile Phone
    Oct 21, 2024
  • Operations Associate at Financial Alternatives, Inc.
    Y. S.
    Operations Associate
    Mobile Phone
    Apr 26, 2025

Frequently Asked Questions

What is Financial Alternatives, Inc. known for?

Minus sign iconPlus sign iconFinancial Alternatives, Inc. was founded in 1991 and operates in the Investment Management industry. You can contact Financial Alternatives, Inc.'s main corporate office by phone at
+1-858-459-****
. Explore Financial Alternatives, Inc.'s company overview page for more information.

What is Financial Alternatives, Inc.'s most common email format?

Minus sign iconPlus sign iconFinancial Alternatives, Inc. employees' email format typically follows the pattern of First@financialalternatives.com. Trying to find reliable and up-to-date employee contact data? Find more Financial Alternatives, Inc. email formats with LeadIQ.

How many employees does Financial Alternatives, Inc. have currently?

Minus sign iconPlus sign iconFinancial Alternatives, Inc. has approximately 14 employees as of September 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Financial Alternatives, Inc.'s key employees and leadership?

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As of September 2026, Financial Alternatives, Inc.'s key employees include:

  • Partner / Lead Advisor: A. H.
  • Owner: C. H.
  • Asesor En Técnologia: R. P.
  • Account Executive: B. S.
  • Operations Associate: Y. S.

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