Castlemark Wealth Management Inc
Castlemark Wealth Management Inc. is an independently owned fee only private wealth management firm dedicated to making your goals and dreams a reality. Our Integrated Wealth Management Service is a custom-tailored end to end solution designed to meet the various complexities of business, family, and investment situations, including all elements of financial, tax, estate, insurance, and wealth management. Female founded and female led, Castlemark is also uniquely positioned to offer custom wealth management solutions designed for women at every stage of life.
7-day free trial · no credit card
Verified contacts
6
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
12
organic / mo
Sign up free to see all 6 verified contacts at Castlemark Wealth Management Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- SE
Simone Espinet
Manager, Client Service and Operations · Other
EmailPhone - BM
Bianca M. Tomenson
Financial Planning Associate · Finance & Accounting
EmailPhone - DM
Danny Mensah
Financing Planning, Insurance Specialist · Finance & Accounting
EmailPhone - LC
Loa Croft
Financial Advisor · Finance & Accounting
EmailPhone - JC
Jane Cheung
Financial Planning and Insurance Analyst · Other
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Castlemark Wealth Management Inc
6 distinct titles indexed · top 6 shown.
- 1director, financial planning and insurance solutions
- 1financial advisor
- 1financial planning and insurance analyst
- 1financial planning associate
- 1financing planning, insurance specialist
- 1manager, client service and operations
Sign up to unlock all 6 contacts at Castlemark Wealth Management Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Castlemark Wealth Management Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.