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VerifiedFinancial Services· Founded 2023

Breeze Financial Group

Breeze Wealth & Insurance Solutions is located in Southern California assisting clients all throughout the nation with thoughtful financial planning in meeting their retirement and money management goals. BWM has partnered with multiple multi billion dollar insurance carriers, who offer numerous financial services & World Class technology solutions to insurance and wealth advisors nationwide. Our team of talented men & women secured over $1 Billion of retirement funds annually. We have successfully shielded the retirements of thousands of clients where their hard earned money is protected from the volatility of the stock market and still grows consistently with financial vehicles, we feel, are second to NONE. When Do You Plan On Retiring? What Is Most Important To You In A Retirement Plan? What kind of legacy are you looking to create? At BWM, we focus on helping you answer those questions and more in order to unlock your financial freedom, both for right now and the future. Knowing their hard earned money is always going to be secured & protected, our clients can spend less time worrying about what their money is doing, and spend more time enjoying their lives. This is our sole purpose for existing.

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HeadquartersCalifornia, United StatesEmployees25(51 to 200)Founded year2023Websitebreezewealthmanagement.comLinkedIn profileLinkedIn

Verified contacts

16

available on Kipplo

LinkedIn employees

25

51 to 200 range

Open roles

no listings

Distinct roles

10

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Breeze Financial Group

10 distinct titles indexed · top 10 shown.

  • 4life insurance agent
  • 2financial advisor
  • 2life insurance specialist
  • 1breeze wealth advizor
  • 1buisness partner
  • 1financial service specialist
  • 1founder & ceo
  • 1license life broker
  • 1senior advisor
  • 1vp of growth

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