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CV3 Financial Services

Engaged employer

CV3 Financial Services Reviews

4.6

95% would recommend to a friend

(42 total reviews)

William J. Tessar

97% approve of CEO

95% positive business outlook

CV3 Financial Services has an employee rating of 4.6 out of 5 stars, based on 42 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The CV3 Financial Services employee rating is 24% above average for employers within the Finance industry (3.7 stars).

Reviews by job title

42 reviews
1.0
6 June 2024

Worst company I have ever worked for!

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

I can’t think of any.

Cons

I had a profoundly disappointing experience at CV3 Financial Services. The company is riddled with nepotism, frequently promoting family members regardless of their qualifications. This led to a deeply unfair work environment where merit and hard work were often overlooked. During my time at CV3, my manager repeatedly undermined my efforts by taking my loans and claiming I wasn’t competent enough, which severely impacted my confidence. This toxic behavior was a common occurrence, making the workplace atmosphere incredibly stressful and demoralizing. The company’s organizational structure is chaotic and poorly managed, a problem that persisted even after their transition from Pacific Western Bank. Instead of improving, CV3 retained and amplified the worst aspects of its predecessor, particularly the favoritism and disorganization. I deeply regret leaving my previous job to join CV3. Fortunately, I was able to find a new job immediately after leaving this toxic environment, and I couldn’t be happier to put this chapter behind me. I strongly advise others to think twice before considering employment with CV3 Financial Services.

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CV3 Financial Services Response
2y
Thank you for providing your feedback about your experience. We appreciate all types of feedback, both positive and constructive, as it helps us improve. We strive to foster a culture of transparency and value communication as key to raising and resolving any team member’s concerns. This being said, we are saddened to hear about your feelings regarding nepotism and promotions during your time with CV3. We take these issues very seriously and are dedicated to fairness and meritocracy in our organizational practices. We prioritize promoting individuals based on their qualifications and contributions and continuously review our processes to maintain these standards. We are committed to integrity and thoroughly investigate any allegations of improper practices. If you would like to further discuss any of the points you’ve raised, I genuinely welcome the opportunity. Should you decide not to take me up on this offer, we wish you all the very best in your career. Vice President, Talent & Culture
2.0
12 June 2025
Recommend
CEO approval
Business outlook

Pros

Amazing coworkers, ability to WFH

Cons

ActivTrak was recently installed on all work computers. Not a word from management regarding the installation of the software. Very shady move.

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CV3 Financial Services Response
1y
Thank you for your feedback. We want to clarify that ActivTrak has NOT been secretly installed, nor has there been company-wide implementation. Our current limited use has been part of internal operational testing and evaluation. Therefore, no company-wide communication was necessary or appropriate. When considering any new technology system—we assess options through the lens of security, privacy and transparency. ActivTrak was recommended as it is the least invasive platform. Its focus is on high-level, aggregated insights that help us improve systems and processes. We deeply value the trust of our team and strive to lead with integrity in all decisions. Should ActivTrak—or any similar platform—be rolled out company-wide, we will communicate with full transparency and ensure that employees understand its purpose, scope, and protections. We appreciate you taking the time to share your thoughts. Honest dialogue helps us grow and uphold the culture that makes CV3 an extraordinary place to work. William J. Tessar CEO and President
5.0
29 Aug 2024
Recommend
CEO approval
Business outlook

Pros

Full of energy, entertaining, rewarding and respectful company. Where the senior leadership is full of compassion and genuinely cares about the wellbeing of each family member.

Cons

None that I can think of.

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CV3 Financial Services Response
1y
Thank you for your glowing review! We are fortunate to have leaders like you who are passionate about CV3 and the positive work environment we strive to create. The CV3 team is our greatest asset, and I agree that we genuinely care about our team's wellbeing. I wish you all the best at CV3. Vice President, Talent & Culture
Viewing 1 - 3 of 42 Reviews

Glassdoor has 42 CV3 Financial Services reviews submitted anonymously by CV3 Financial Services employees. Read employee reviews and ratings on Glassdoor to decide if CV3 Financial Services is right for you.