Bml Wealth Management
BML Wealth Management is an independent financial firm whose mission is to provide pre-retirees and retirees a common sense approach to retirement planning. Our primary focus is making sure our clients receive the income they need in retirement while protecting their assets. At BML Wealth Management, we offer you the following services: Income Planning Investment Planning Tax Planning Health Care Planning Legacy Planning Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. BML Wealth Management and West Wealth Group, LLC are affiliated entities. Insurance Services are offered through BML Wealth & Insurance Services, California Insurance License
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
222
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- NS
Natalie Shirley
Vice President Operations · Operations
EmailPhone - GV
Gina Vandergriff
Administrative Office Manager · Operations
EmailPhone - JL
Jordan Lisnock
Financial Advisor · Finance & Accounting
EmailPhone - KD
Kurtis Desousa
Financial Advisor · Finance & Accounting
EmailPhone - BL
Brian Levy
Managing Member · General Business & Management
EmailPhone - SB
Stephanie Brooks
Client Relations Lead Operations Support Specialist · Customer/Client Service
EmailPhone - SL
Stephanie Lisnock
Client Relations Lead Operations Support Specialist · Customer/Client Service
EmailPhone - AV
Ariley Valdez
Financial Paraplanner · Finance & Accounting
EmailPhone - JS
Jose Soria
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Bml Wealth Management
7 distinct titles indexed · top 7 shown.
- 4financial advisor
- 2client relations lead operations support specialist
- 1administrative office manager
- 1financial paraplanner
- 1financial services professional
- 1managing member
- 1vice president operations
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