Arista Wealth Management
Arista Wealth Management is an investment advisory firm specializing in financial planning, investment management, retirement planning, institutional services, and individual wealth. Our team of highly experienced advisors and support staff have over 60 years of combined experience in investment management. The professional designations and credentials which we have earned allow us to share with our clients the latest and most forward-thinking strategies in financial planning, wealth management, and tax minimization. We believe in regular communication with our clients. This comes in the form of frequent sit-down meetings, regularly scheduled phone calls, quarterly newsletters and investment account statements, and client events designed to educate and enlighten. We are proud of our investment performance. We are students of behavioral finance which is the science relating to the how’s and why’s of investment decisions. We vigorously apply behavioral finance to our investment strategies and advice. Our job is to protect our clients from making the wrong decision at the wrong time, for the wrong reason For more information visit: aristawealth.com
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Verified contacts
18
available on Kipplo
LinkedIn employees
19
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
115
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- TH
Trevor Hooton
CCO Director of Operations · Operations
EmailPhone - NP
Nicole Penner
Operations · Operations
EmailPhone - JN
Jordan Naffa
Director of Financial Planning · Finance & Accounting
EmailPhone - LC
Larry Call
Wealth Advisor · Finance & Accounting
EmailPhone - MB
Matt Burbank
Financial Planner · Finance & Accounting
EmailPhone
Showing 5 of 18 verified contacts
Top roles at Arista Wealth Management
11 distinct titles indexed · top 10 shown.
- 3financial planner
- 2trader and associate financial planner
- 1cco director of operations
- 1cena
- 1director of financial planning
- 1director of operations and compliance
- 1director of retirement planning
- 1helping you build a life of significance | financial planner
- 1operations
- 1retirement plan client service manager
- +1more titles
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