What departments does Financial Life Advisors have?

Financial Life Advisors has employees across 1 departments including Finance.

What is the largest department at Financial Life Advisors?

The largest department at Financial Life Advisors is Finance with 1 employees.

Where are Financial Life Advisors employees located globally?

Financial Life Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Financial Life Advisors's team size changed over time?

Financial Life Advisors's team has remained stable from approximately 12 to 12 employees based on available data.

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Financial Life Advisors Employee Directory

Financial ServicesTexas, United States11-50 Employees

Financial Life Advisors (FLA) is an independent, fee-only registered investment advisory firm rooted in a long-standing CPA practice. Based in San Antonio, Texas, the firm provides comprehensive financial planning, investment management, insurance strategies, and tax planning aimed at helping families and business owners build and preserve wealth. Its approach integrates tax expertise into recommendations and emphasizes a team-based, holistic view of clients’ financial lives to minimize conflicts of interest that can arise from selling financial products. As a smaller firm within the financial services industry, FLA positions itself as a collaborative, tax-focused advisory resource. A notable recent development includes the firm’s independent investment activity in public market instruments, reflecting ongoing, hands-on portfolio management alongside advisory services.

Financial Life Advisors Global Highlights

North America
18

United States Of America
18

Financial Life Advisors's Leadership

K. N.
Senior Wealth Manager
Mobile Phone
Email
B. G.
Principal
Mobile Phone
Email
S. L.
Financial Advisor
Mobile Phone
Email
A. T.
Information Officer
Mobile Phone
Email

Financial Life Advisors Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Consultant

Contact profiles from Financial Life Advisors

Name

Title

Contact Info

Location

Last Update

K. N.
Senior Wealth Manager
Mobile Phone
Email
United StatesFlorida
Apr 15, 2026
B. G.
Principal
Mobile Phone
Email
United StatesFlorida
Apr 14, 2026
S. L.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Apr 16, 2026
A. T.
Information Officer
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Financial Life Advisors known for?

Financial Life Advisors was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 2338 North Loop 1604 West Suite 311 San Antonio, Texas United States. Explore Financial Life Advisors's company overview page for more information.

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

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

How many employees does Financial Life Advisors have currently?

Financial Life Advisors has approximately 14 employees as of July 2026. These team members are located across 1 continents, including North America.

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

As of July 2026, Financial Life Advisors's key employees include:

Senior Wealth Manager: K. N.
Principal: B. G.
Financial Advisor: S. L.
Information Officer: A. T.

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Financial Life Advisors Employee Directory

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