Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.
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Verified contacts
114
available on Kipplo
LinkedIn employees
125
51 to 200 range
Open roles
—
no listings
Distinct roles
69
indexed titles
Tech stack
2
tools in use
Monthly traffic
271
organic / mo
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Decision-makers and verified team members
114 contacts with verified email or phone · masked until revealed.
- CR
Corenna Roozeboom
Director of Marketing & Education · Advertising & Marketing
EmailPhone - ER
Eric Rabbanian
Principal · Finance & Accounting
EmailPhone - EZ
Evelyn Zohlen
Regional Director Senior Financial Planner · Finance & Accounting
EmailPhone - PM
Paul Marrella
Regional Director · General Business & Management
EmailPhone - PC
Phil Calandra
Partner Regional Director · Sales & Business Development
EmailPhone - RT
Richele Tacdol
Associate Director of Operations · Operations
EmailPhone - CT
Claire Thornton
Senior Financial Planner · Finance & Accounting
EmailPhone - DJ
Derek Jobe
Financial Advisor, Team Lead · Finance & Accounting
EmailPhone - GC
Gina Chironis
Senior Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 114 verified contacts
Top roles at Apella Wealth
69 distinct titles indexed · top 10 shown.
- 7senior financial advisor
- 5client relationship specialist
- 4financial advisor
- 4financial planner
- 2account services associate
- 2associate
- 2certified financial planner
- 2client services representative
- 2lead client relationship specialist
- 2m & a transition specialist
- +59more titles
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