Authentikos Advisory
Authentikos Advisory is a premier retirement planning firm serving clients in Sillicon Valley. Founded in 2002, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. Authentikos Advisory takes a comprehensive approach to financial planning and can give you the security and flexibility you need to develop a custom financial portfolio. Posts have links to other websites as a convenience to our customers. These include links to web sites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another web site, you are subject to the privacy policy of that new site. The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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Verified contacts
10
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
79
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- LV
Lynda Varada
Director of Operations · Operations
EmailPhone - JB
James Bergis
Financial Advisor · Finance & Accounting
EmailPhone - DB
Don Bergis
President · General Business & Management
EmailPhone - JE
Jared Elson
President Owner · General Business & Management
EmailPhone - CB
C. Brieanna Mason
Advisor · Finance & Accounting
EmailPhone - JM
Julie Martin
Client Experience Specialist · Customer/Client Service
EmailPhone - VK
Valerie Kemp
Marketing, Client Relations and Associate Advisor at Regent Wealth Management · Other
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Authentikos Advisory
8 distinct titles indexed · top 8 shown.
- 2client experience specialist
- 2office manager
- 1advisor
- 1director of operations
- 1financial advisor
- 1marketing, client relations and associate advisor at regent wealth management
- 1president
- 1president owner
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