Bonsai Financial
Retirement Wealth Advisors Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer. Investment advice is offered through Bonsai Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Bonsai Insurance Services, LLC.
7-day free trial · no credit card
Verified contacts
2
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
70
organic / mo
Sign up free to see all 2 verified contacts at Bonsai Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- SO
Sam Olson
Financial Advisor Partner · Finance & Accounting
EmailPhone - TO
Tony Olson
Founder & Principal, Investment Adviser Representative · Other
EmailPhone
Showing 2 of 2 verified contacts
Top roles at Bonsai Financial
2 distinct titles indexed · top 2 shown.
- 1financial advisor partner
- 1founder & principal, investment adviser representative
Sign up to unlock all 2 contacts at Bonsai Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 2 verified contacts at Bonsai Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.