My Secure Advantage (MSA) is a national leader in financial well-being programs. MSA provides unbiased, personal finance coaching to thousands of employees each month through over 15,000 employer groups, companies and partners. MSA’s expertise meets its members’ unique needs and challenges by delivering multi-dimensional, scalable solutions. With over 1.3 coaching sessions completed, MSA equips and empowers its members to make sustainable behavior changes so they may achieve long-term financial well-being to improve their quality of life. 
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This website is operated by My Secure Advantage, Inc. If you have any questions or would like to share your MSA experience with us, contact us via our contact form.

Address:
My Secure Advantage, Inc.
3001 Lava Ridge Court, Suite 250
Roseville, CA 95661
USA
Phone: + 1 888 7242326
Email: info@mysecureadvantage.com

Hours of Operation: Monday - Friday 8am - 5pm PST
Registration number with the California Secretary of State: 1575877
US Federal Employer Identification Number: 68-0115281
Represented by: Gretchen Yip

Personal Finance

My Secure Advantage

My Secure Advantage's headquarters in Roseville, CA, United States

Brad Barron

Doug Abbott

Jonathan M.

Donald Goon

Tamara Zidar

Daniel Davis

Tim Barth

The Financial Coaching and Counseling Team at My Secure Advantage provides personalized and unbiased financial guidance to employees, helping them navigate various financial challenges. This team, comprising roles such as Personal Financial Counselors, Money Coaches, and Tax Coaches, offers expertise in areas like budgeting, debt management, retirement planning, and tax preparation. By conducting one-on-one coaching sessions and educational presentations, the team empowers members to achieve long-term financial well-being and improve their quality of life.

Financial Coaching and Counseling Team

The Leadership Team at My Secure Advantage (MSA) is responsible for setting the strategic direction and ensuring the company's mission of enhancing financial well-being for individuals through personalized coaching is fulfilled. This team collaborates across various functions, including data analytics, growth, operations, client success, customer solutions, business development, financial coaching, and training, to drive the company's initiatives and scalability. They provide executive oversight, make critical business decisions, and foster partnerships to maintain MSA's leadership in financial well-being programs.

Leadership Team

The Customer Success Team at My Secure Advantage is dedicated to ensuring members achieve their financial well-being goals through personalized support and engagement. Comprised of roles including Customer Success Managers and Account Managers, this team enhances member experiences by fostering strong relationships, delivering customized financial wellness programs, and addressing members' unique needs. They collaborate closely with partners and clients to drive success and maintain high satisfaction levels, ultimately empowering members to make sustainable, long-term financial behavior changes.

My Secure Advantage

Org chart

Teams

Financial Coaching and Counseling Team

Leadership Team

Customer Success Team

Offices

My Secure Advantage

Org chart

Teams

Financial Coaching and Counseling Team

Leadership Team

Customer Success Team

Offices

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