Firenze Wealth Management Employee Directory

Financial ServicesOregon, United States2-10 Employees

Founding Owners, Carrie Mullins and Sara Tanner developed their vision for Firenze Wealth Management on a trip to the birthplace of the Renaissance, Florence, Italy. The concepts of combining math, art, science, literature and physical health provided the backdrop of creating an entirely independent and holistic financial services firm. At Firenze Wealth Management our core values are evident in the work we have done throughout our combined almost 90 years of experience. Our commitment to our clients is to provide honest, thoughtful care that will stand as the cornerstone to their financial growth and security.

It is our objective to be the premier financial services firm providing holistic solutions to help navigate and thrive today and in the future.

If you wish to contact us for business reasons, please use the following email address: info@firenzewealth.com. We cannot respond to any communications or questions about the financial services industry via LinkedIn.  

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (finra.org) / SIPC (sipc.org). 

The financial professionals associated with Firenze Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Find Firenze Wealth Management employees' phone numbers or email addresses

Firenze Wealth Management Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Firenze Wealth Management's Leadership

  • Stylized image of a person
    C. M.
    Ceo & Wealth Advisor
    Phone icon
  • Stylized image of a person
    S. R. T.
    President & Wealth Manager
    Phone icon
  • Stylized image of a person
    E. M.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    A. K.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    D. S.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    K. R.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    T. R.
    Client Care Specialist
    Phone icon
  • Stylized image of a person
    S. P.
    Wealth Advisor
    Phone icon

Firenze Wealth Management Employee Metrics

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

Contact profiles from Firenze Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. M.
    Ceo & Wealth Advisor
    Phone icon
    United StatesOregon
    Jan 14, 2025
  • Stylized image of a person
    S. R. T.
    President & Wealth Manager
    Phone icon
    United StatesOregon
    Aug 11, 2025
  • Stylized image of a person
    E. M.
    Director Of Operations
    Phone icon
    United StatesOregon
    Oct 24, 2025
  • Stylized image of a person
    A. K.
    Wealth Advisor
    Phone icon
    United StatesOregon
    Oct 27, 2025
  • Stylized image of a person
    D. S.
    Wealth Advisor
    Phone icon
    United StatesOregon
    Jan 28, 2026
  • Stylized image of a person
    K. R.
    Wealth Advisor
    Phone icon
    United StatesOregon
    Nov 10, 2025
  • Stylized image of a person
    T. R.
    Client Care Specialist
    Phone icon
    United StatesOregon
    Nov 16, 2025
  • Stylized image of a person
    S. P.
    Wealth Advisor
    Phone icon
    United StatesOregon
    Aug 11, 2025

Frequently Asked Questions

What is Firenze Wealth Management known for?

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Firenze Wealth Management was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 16083 Southwest Upper Boones Ferry Road Suite 110 Tigard, Oregon 97224 United States. Explore Firenze Wealth Management's company overview page for more information.

What is Firenze Wealth Management's most common email format?

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

How many employees does Firenze Wealth Management have currently?

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Firenze Wealth Management has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Firenze Wealth Management's key employees and leadership?

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As of February 2026, Firenze Wealth Management's key employees include:

  • Ceo & Wealth Advisor: C. M.
  • President & Wealth Manager: S. R. T.
  • Director Of Operations: E. M.
  • Wealth Advisor: A. K.
  • Wealth Advisor: D. S.

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