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Sherpa Wealth Strategies, LLC Employee Directory

Financial ServicesOregon, United States2-10 Employees

Sherpa Wealth Strategies, LLC has about 2 employees, all of them in North America.

Find Sherpa Wealth Strategies, LLC employees' phone numbers or email addresses

Sherpa Wealth Strategies, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Sherpa Wealth Strategies, LLC's Leadership

  • Founder, Certified Financial Planner®, Certified Exit Planning Advisor® at Sherpa Wealth Strategies, LLC
    B. S.
    Founder, Certified Financial Planner®, Certified Exit Planning Advisor®
    Mobile Phone
  • Administrative Manager at Sherpa Wealth Strategies, LLC
    M. J.
    Administrative Manager
    Mobile Phone
  • Administrative Manager at Sherpa Wealth Strategies, LLC
    J. J.
    Administrative Manager
    Mobile Phone

Sherpa Wealth Strategies, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Sherpa Wealth Strategies, LLC

Name
Title
Contact
Location
Last Update
  • Founder, Certified Financial Planner®, Certified Exit Planning Advisor® at Sherpa Wealth Strategies, LLC
    B. S.
    Founder, Certified Financial Planner®, Certified Exit Planning Advisor®
    Mobile Phone
    United States, Oregon
    Jun 08, 2026
  • Administrative Manager at Sherpa Wealth Strategies, LLC
    M. J.
    Administrative Manager
    Mobile Phone
    United States, Oregon
    Jun 28, 2026
  • Administrative Manager at Sherpa Wealth Strategies, LLC
    J. J.
    Administrative Manager
    Mobile Phone
    United States, Oregon
    Jul 09, 2024

Frequently Asked Questions

How many employees does Sherpa Wealth Strategies, LLC have currently?

Minus sign iconPlus sign iconSherpa Wealth Strategies, LLC has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Sherpa Wealth Strategies, LLC's key employees and leadership?

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As of July 2026, Sherpa Wealth Strategies, LLC's key employees include:

  • Founder, Certified Financial Planner®, Certified Exit Planning Advisor®: B. S.
  • Administrative Manager: M. J.
  • Administrative Manager: J. J.

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

What is Sherpa Wealth Strategies, LLC's most common email format?

Minus sign iconPlus sign iconSherpa Wealth Strategies, LLC employees' email format typically follows the pattern of First@sherpawealthstrategies.com. Trying to find reliable and up-to-date employee contact data? Find more Sherpa Wealth Strategies, LLC email formats with LeadIQ.

What is Sherpa Wealth Strategies, LLC known for?

Minus sign iconPlus sign iconSherpa Wealth Strategies, LLC was founded in 2011 and operates in the Financial Services industry. Explore Sherpa Wealth Strategies, LLC's company overview page for more information.

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