Castlepoint Wealth Advisors
Castlepoint Wealth Advisors is an independent Registered Investment Advisory (RIA) firm that provides investment and wealth management advice to individuals and families. We purposefully structured ourselves in an independent manner, absent any broker-dealer, to maximize our ability to provide our clients peace of mind, with objective and unbiased oversight of their assets. We believe that aligning our values alongside those of our clients is essential for achieving clients’ financial and life objectives. Clients of Castlepoint receive conflict-free advice from qualified and caring advisors that is aligned with client's goals and needs.
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Verified contacts
14
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
103
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- MR
Melissa Ray
Director of Client Services · Customer/Client Service
EmailPhone - RH
Reagan Herrera
Director of Client Service & Operations · Customer/Client Service
EmailPhone - AL
Adam Leavitt
Wealth Manager · Finance & Accounting
EmailPhone - KR
Kian Rahmanzadeh
Associate Advisor · Finance & Accounting
EmailPhone - KJ
Kendell Jordan
Office Coordinator · Operations
EmailPhone - KR
Kian Rahmanzadeh
Advisor · Finance & Accounting
EmailPhone - KB
Kristen Buchman
Advisor · Finance & Accounting
EmailPhone - MM
Mona Motiie
Financial Advisor Intern · Finance & Accounting
EmailPhone - AL
Adam Lee
Chief Investment Officer · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Castlepoint Wealth Advisors
10 distinct titles indexed · top 10 shown.
- 3advisor
- 2client services associate
- 2partner
- 1associate advisor
- 1chief investment officer
- 1director of client service & operations
- 1director of client services
- 1financial advisor intern
- 1office coordinator
- 1wealth manager
Sign up to unlock all 14 contacts at Castlepoint Wealth Advisors
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