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Mindful Money Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Mindful Money is a financial education company that integrates mindfulness into personal finance. It emphasizes a behavioral approach to planning, focusing on goals and long-term outcomes rather than market performance. The firm offers digital financial literacy courses, do-it-yourself planning support, and both virtual and live group coaching; for wealth-management needs tied to retirement or business transitions, clients are directed to EPWealth LLC, a registered investment advisor.

Based in Berkeley, California, it operates with a small to mid-sized team in the financial services field. Its offerings are designed for a range of clients—from beginners seeking literacy to individuals nearing retirement or selling a business—who may require planning-focused guidance and wealth-management services.

Find Mindful Money employees' phone numbers or email addresses

Mindful Money Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Mindful Money's Leadership

  • Stylized image of a person
    J. D. -. M. P.
    Founder & Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Founder And Chief Executive Officer
    Phone icon
    Mobile Phone

Mindful Money Employee Metrics

100%
50%
0%
2026
2025
  • Operations
  • Other
  • Community & Social Services
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics

Contact profiles from Mindful Money

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. D. -. M. P.
    Founder & Ceo
    Phone icon
    Mobile Phone
    Bay
    Apr 17, 2026
  • Stylized image of a person
    J. D.
    Founder And Chief Executive Officer
    Phone icon
    Mobile Phone
    Apr 12, 2024

Frequently Asked Questions

What is Mindful Money known for?

Minus sign iconPlus sign iconMindful Money was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in Berkeley, California United States. Explore Mindful Money's company overview page for more information.

What is Mindful Money's most common email format?

Minus sign iconPlus sign iconMindful Money employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mindful Money email formats with LeadIQ.

How many employees does Mindful Money have currently?

Minus sign iconPlus sign iconMindful Money has approximately 12 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Mindful Money's key employees and leadership?

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As of April 2026, Mindful Money's key employees include:

  • Founder & Ceo: J. D. -. M. P.
  • Founder And Chief Executive Officer: J. D.

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