What departments does Strategic Financial Management have?

Strategic Financial Management has employees across 1 departments including Operations.

What is the largest department at Strategic Financial Management?

The largest department at Strategic Financial Management is Operations with 1 employees.

Where are Strategic Financial Management employees located globally?

Strategic Financial Management has employees across 2 continents and 2 countries including United States Of America, New Zealand.

How has Strategic Financial Management's team size changed over time?

Strategic Financial Management's team has grown from approximately 3 to 4 employees based on available data.

Learn more at LeadIQ.com

Strategic Financial Management Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Strategic Financial Management is a small financial services firm based in Augusta, Georgia. It provides customized guidance designed to help clients overcome obstacles by leveraging their strengths and opportunities, guided by two proprietary processes called the Wealth Empowerment Breakthrough and Strategic Synchronization. The firm draws on a diverse background to connect clients with their goals and to design plans that support informed financial decisions. Investment advisory services are offered through CWM, LLC, an SEC-registered adviser. In July 2021, SFMnow was noted as a core paper for students pursuing the Final Level of Chartered Accountancy, reflecting academic relevance associated with the firm.

Strategic Financial Management Global Highlights

North America
6

United States Of America
6

Oceania
1

New Zealand
1

Strategic Financial Management's Leadership

J. B.
Chief Operating Officer
Mobile Phone
Email
D. B.
Wealth Strategist
Mobile Phone
Email
J. P.
Client Services Coordinator
Mobile Phone
Email
A. Z.
Associate Wealth Management Advisor
Mobile Phone
Email
W. S.
Insurance Agent
Mobile Phone
Email

Strategic Financial Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Strategic Financial Management

Name

Title

Contact Info

Location

Last Update

J. B.
Chief Operating Officer
Mobile Phone
Email
Apr 03, 2026
D. B.
Wealth Strategist
Mobile Phone
Email
United StatesArkansas
Apr 16, 2026
J. P.
Client Services Coordinator
Mobile Phone
Email
Oct 17, 2025
A. Z.
Associate Wealth Management Advisor
Mobile Phone
Email
United StatesNebraska
Oct 16, 2024
W. S.
Insurance Agent
Mobile Phone
Email
UNITED STATES
May 07, 2024

Frequently Asked Questions

What is Strategic Financial Management known for?

Strategic Financial Management was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 140 Cooper Drive 2nd Floor Augusta, Georgia 30907 United States; you can contact the main corporate office by phone at

+1-706-434-****

. Explore Strategic Financial Management's company overview page for more information.

What is Strategic Financial Management's most common email format?

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

How many employees does Strategic Financial Management have currently?

Strategic Financial Management has approximately 7 employees as of May 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Strategic Financial Management's key employees and leadership?

As of May 2026, Strategic Financial Management's key employees include:

Chief Operating Officer: J. B.
Wealth Strategist: D. B.
Client Services Coordinator: J. P.
Associate Wealth Management Advisor: A. Z.
Insurance Agent: W. S.

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.

Strategic Financial Management Employee Directory

Find Strategic Financial Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead