What departments does Moneywise Wealth Management have?

Moneywise Wealth Management has employees across 4 departments including Finance, Operations, Accounting, Marketing.

What is the largest department at Moneywise Wealth Management?

The largest department at Moneywise Wealth Management is Finance with 2 employees.

Where are Moneywise Wealth Management employees located globally?

Moneywise Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Moneywise Wealth Management's team size changed over time?

Moneywise Wealth Management's team has decreased from approximately 20 to 17 employees based on available data.

Moneywise Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Moneywise Wealth Management is a financial services firm headquartered at 8700 Stockdale Highway in Bakersfield, California, operating as an independent, fee-based financial and investment advisory practice. Rooted in Bakersfield, it serves clients from diverse backgrounds nationwide, combining wealth, tax, and estate planning with a strategic investing framework. The firm is independent and small-to-midsized, employing between 11 and 50 professionals. In addition to advisory services, Moneywise operates The Moneywise Guys, a live radio show and podcast that complements its financial guidance. It focuses on investment and retirement planning for individuals, families, and business owners.

Moneywise Wealth Management Global Highlights

North America
29

United States Of America
29

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Moneywise Wealth Management's Leadership

D. R. A.
Owner
Mobile Phone
Email
P. A.
Co-Owner, Financial Advisor And Radio Host
Mobile Phone
Email
W. B.
Owner
Mobile Phone
Email
C. L.
Director Of Operations
Mobile Phone
Email
S. S.
Investment Planner, Investor Trainer & Wealth Manager
Mobile Phone
Email
C. S.
Account Coordinator
Mobile Phone
Email
C. S.
Account Coordinator
Mobile Phone
Email
E. W.
Marketing Assistant
Mobile Phone
Email

Moneywise Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Entertainment
Film & Video
Accounting
Administrative
Other
Analytics
Arts & Design

Contact profiles from Moneywise Wealth Management

Name

Title

Contact Info

Location

Last Update

D. R. A.
Owner
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
P. A.
Co-Owner, Financial Advisor And Radio Host
Mobile Phone
Email
Oct 18, 2024
W. B.
Owner
Mobile Phone
Email
Oct 21, 2024
C. L.
Director Of Operations
Mobile Phone
Email
Oct 23, 2024
S. S.
Investment Planner, Investor Trainer & Wealth Manager
Mobile Phone
Email
United KingdomEngland
Feb 18, 2026
C. S.
Account Coordinator
Mobile Phone
Email
UNITED STATES
May 21, 2025
C. S.
Account Coordinator
Mobile Phone
Email
May 21, 2025
E. W.
Marketing Assistant
Mobile Phone
Email
Oct 22, 2024
L. B.
Service Desk Dispatcher
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Moneywise Wealth Management known for?

Moneywise Wealth Management was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 8700 Stockdale Highway Bakersfield, California United States. Explore Moneywise Wealth Management's company overview page for more information.

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

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

How many employees does Moneywise Wealth Management have currently?

Moneywise Wealth Management has approximately 25 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of June 2026, Moneywise Wealth Management's key employees include:

Owner: D. R. A.
Co-Owner, Financial Advisor And Radio Host: P. A.
Owner: W. B.
Director Of Operations: C. L.
Investment Planner, Investor Trainer & Wealth Manager: S. S.

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Moneywise Wealth Management Employee Directory

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