Financial Halo Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Financial Halo is a financial services company based in el Dorado Hills, California. It delivers a range of services through strategic alliances with third-party providers, aiming to help people reduce debt, save money, and grow their assets, with a focus on increasing net worth quickly. The organization operates a MedXPrime division that supports doctors and medical facilities by offering DNA testing for personalized medicine, toxicology testing through a partner lab, and a forensic accounts receivable recovery program designed to recover denied or uncollectible claims, alongside annual wellness visits that gather health and lifestyle information for patient benefit and practice revenue. The business model emphasizes multiple income streams for its associates, offering training and a broad framework under a single marketing entity. Financial Halo positions itself in the financial services landscape by linking healthcare-related services to financial outcomes for medical practices and their patients.

Find Financial Halo employees' phone numbers or email addresses

Financial Halo Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Financial Halo's Leadership

  • Stylized image of a person
    S. W.
    President And Chief Executive Officer
    Phone icon
  • Stylized image of a person
    B. H.
    State Director Florida
    Phone icon
  • Stylized image of a person
    C. V.
    Sales Associate
    Phone icon
  • Stylized image of a person
    L. W.
    Independent Marketing Representative
    Phone icon
  • Stylized image of a person
    P. J. C.
    Representative
    Phone icon
  • Stylized image of a person
    K. B.
    Representative
    Phone icon

Financial Halo Employee Metrics

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

Contact profiles from Financial Halo

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. W.
    President And Chief Executive Officer
    Phone icon
    Feb 14, 2024
  • Stylized image of a person
    B. H.
    State Director Florida
    Phone icon
    United StatesFlorida
    Jun 01, 2026
  • Stylized image of a person
    C. V.
    Sales Associate
    Phone icon
    United StatesColorado
    Apr 15, 2026
  • Stylized image of a person
    L. W.
    Independent Marketing Representative
    Phone icon
    United StatesArkansas
    Apr 15, 2026
  • Stylized image of a person
    P. J. C.
    Representative
    Phone icon
    United StatesMissouri
    May 30, 2026
  • Stylized image of a person
    K. B.
    Representative
    Phone icon
    United StatesNew York
    Oct 22, 2024

Frequently Asked Questions

What is Financial Halo known for?

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Financial Halo operates in the Financial Services industry. The company's main headquarters is located in 991 Governor Drive Suite 101 el Dorado Hills, California 95762 United States; you can contact the main corporate office by phone at . Explore Financial Halo's company overview page for more information.

What is Financial Halo's most common email format?

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

How many employees does Financial Halo have currently?

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Financial Halo has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Financial Halo's key employees and leadership?

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As of February 2026, Financial Halo's key employees include:

  • President And Chief Executive Officer: S. W.
  • State Director Florida: B. H.
  • Sales Associate: C. V.
  • Independent Marketing Representative: L. W.
  • Representative: P. J. C.

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