Custodia Financial Information
Contact top employees from
Custodia Financial
Summary
At Custodia Financial, our driving purpose is to safeguard American workers’ retirement savings and improve their financial wellness. Our innovative Retirement Loan Protection solution automatically p...Show more
Organization Website | custodiafinancial.com |
Social Links |  |
Industries | |
Headquarters Location | 17855 Dallas Parkway, Texas, 75237 US |
Employees Size | 10-50 employees |
Specialties | Retirement Protection, 401(K) Loan Protection, ERISA Compliance of Retirement Plans |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2016 | Privately Held | 10-50 | < 1M | $0 | |
| 2014 | - | 1-10 | < 1M | $0 | |
| - | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Custodia Financial shows a diverse range of experience levels:
14% for 1–2 years14% for 3–4 years29% for 5–7 years29% for 8–10 years14% have over 11 years of service at Custodia FinancialEx-employees positions
In Company
In New Company
Contact top employees from
Custodia Financial
Sandy Tassinari
Advisor
Kevin Smart
Chief Financial Officer
George White
Business Advisor
Terri Johnson
Senior Executive – Strategic Accounts
Sherry Coleman
Executive Assistant
Francisco Ortega
Board Member
Stephen Briggs
Business Development Associate
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FAQ
Custodia Financial operates in the Finance industries. More details can be found on the official website: custodiafinancial.com.
The headquarters of Custodia Financial are located in Dallas, United States.
Custodia Financial currently employs 10-50 people.
Well-known competitors of Custodia Financial include Arkshire Financial, Premier Retirement Plan Advisors and Shamrock Financial Services.
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