Breakaway Wealth Management
At Breakaway Wealth Management, we value innovative, independent thinking that puts our clients' well-being at the center of everything we do. We believe everyone can take an active role in their finances, so our mission is to reduce stress and anxiety associated with financial investing and organization, empower smart financial habits, and make your money work for you. By simplifying the complex, we’ll suggest ways to seamlessly integrate financial planning into your life so you can take care of yourself and your loved ones. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
21
available on Kipplo
LinkedIn employees
23
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- JL
Jenna Looney
Client Services Associate · Customer/Client Service
EmailPhone - PR
Pasqualino Ruffa
Partner, Financial Advisor · Finance & Accounting
EmailPhone - BT
Blaine Tucker
Financial Advisor · Finance & Accounting
EmailPhone - CG
Carson Galier
Business Development Intern · Sales & Business Development
EmailPhone - DD
Dylan Desane
Intern · Finance & Accounting
EmailPhone - GC
Giancarlo Carbonaro
Business Development Intern · Sales & Business Development
EmailPhone - JC
Joseph Chaparro
Human Resources Intern · Human Resources
EmailPhone - MC
Michael Chapman
Intern · Finance & Accounting
EmailPhone - NG
Nicholas Gilman
Business Development Intern · Sales & Business Development
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Breakaway Wealth Management
7 distinct titles indexed · top 7 shown.
- 7business development intern
- 4intern
- 2financial advisor
- 2partner, financial advisor
- 1client services associate
- 1human resources intern
- 1private wealth management intern
Sign up to unlock all 21 contacts at Breakaway Wealth Management
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