Facet
A Lead Financial Planner at Facet helps members aged 55+ navigate retirement by providing holistic financial advice and planning. The role focuses on creating personalized strategies that align with long-term life goals while managing complex financial matters.
Headquarters
West Palm Beach, Florida, United States
Company Size
201-500 employees
Founded
2016
Facet is a financial planning company that provides certified financial planner–backed advice at an affordable fixed fee. It offers comprehensive services including financial planning, retirement planning, and investing, delivered through an online platform with a dedicated CFP. With the tagline “Financial planning for every facet of your life,” Facet emphasizes transparent pricing and accessible, tailored guidance for individuals and families. The approach combines professional expertise with scalable tools to turn complex financial goals into actionable plans.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Facet.
68% above the average for this role
Facet Brings Tax Prep Services to Subscription Members
Sep 25, 2025