Financial Life Advisors Employee Directory

Q: What is Financial Life Advisors known for?

Financial Life Advisors was founded in 2003. Financial Life Advisors operates in the Financial Services industry.

Q: How many employees does Financial Life Advisors have currently?

Financial Life Advisors has approximately 15 employees.

Financial ServicesTexas, United States11-50 Employees

Growing out of a decades old CPA firm, Financial Life Advisors (FLA)  is an independent, Fee-Only Registered Investment Advisory firm. We focus on providing financial planning, investment management, insurance strategies, and tax planning to help families, and business owners, build and preserve wealth.

Every area of your financial life overlaps, which is why we consider your goals through a comprehensive wealth management approach, and we let our tax expertise influence many of our recommendations. As a collective group of talented professional advisors, we take a team approach to your financial life, and our Fee-Only commitment avoids the conflicts of interest inherent in selling financial products we may recommend to you.

Find Financial Life Advisors employees' phone numbers or email addresses

Financial Life Advisors Global Highlights

North America
19

United States Of America
19

Financial Life Advisors's Leadership

K. F.
Partner
Mobile Phone
Email
M. M.
Director Of Portfolio Management
Mobile Phone
Email
K. N.
Senior Wealth Manager
Mobile Phone
Email
J. H.
Lead Financial Advisor
Mobile Phone
Email
B. G.
Principal
Mobile Phone
Email
S. L.
Financial Advisor
Mobile Phone
Email
N. N. M.
Client Experience Officer
Mobile Phone
Email
M. J. H.
Retirement Plan Consultant
Mobile Phone
Email

Financial Life Advisors Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Financial Life Advisors

Name

Title

Contact Info

Location

Last Update

J. D.
Operations & Culture Officer
Mobile Phone
Email
United StatesTexas
Jan 14, 2026
M. L.
Operations And Portfolio Implementation Associate
Mobile Phone
Email
United StatesTexas
Jan 14, 2026

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 15 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Partner: K. F.
Director Of Portfolio Management: M. M.
Senior Wealth Manager: K. N.
Lead Financial Advisor: J. H.
Principal: B. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.