LeadIQ logo
Learn more at LeadIQ.com
THRIVE Financial Planning logo

THRIVE Financial Planning Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

THRIVE Financial Planning is a financial services firm based in El Dorado Hills, California. It aims to broaden access to comprehensive financial planning for individuals and families. The approach combines established financial planning concepts, technology-enabled delivery, and personalized service to reduce the difficulty of planning.

It focuses on education, guidance, and ongoing support to help clients concentrate on their core activities. Positioned within the financial services sector, it emphasizes accessible, client-centered planning for a broad audience. The firm operates as a small, hands-on practice, reflecting a compact team that emphasizes personalized care.

Find THRIVE Financial Planning employees' phone numbers or email addresses

THRIVE Financial Planning Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Asia
1

Minus sign iconPlus sign icon
  • Philippines
    1

THRIVE Financial Planning's Leadership

  • Stylized image of a person
    S. A.
    Certified Financial Planner
    Phone icon
    Mobile Phone

THRIVE Financial Planning Employee Metrics

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

Contact profiles from THRIVE Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. A.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 11, 2023

Frequently Asked Questions

What is THRIVE Financial Planning known for?

Minus sign iconPlus sign iconTHRIVE Financial Planning was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 5170 Golden Foothill Parkway Suite 201 el Dorado Hills, California 95762 United States. Explore THRIVE Financial Planning's company overview page for more information.

What is THRIVE Financial Planning's most common email format?

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

How many employees does THRIVE Financial Planning have currently?

Minus sign iconPlus sign iconTHRIVE Financial Planning has approximately 6 employees as of April 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are THRIVE Financial Planning's key employees and leadership?

Minus sign iconPlus sign icon

As of April 2026, THRIVE Financial Planning's key employees include:

  • Certified Financial Planner: S. A.

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.

© LeadIQ, Inc. All rights reserved.