Concentric Wealth Management, Llc
We believe a critical aspect of our approach to wealth management is educating our clients on the financial concepts behind investing, retirement, estate planning, insurance, and wealth preservation. In our experience, well-informed clients are better able to collaboratively work with our advisers to set focused financial goals. It is important to have a number in your mind for retirement however it’s even more important to have a strategic plan you helped create to pursue your number and, ultimately, your dream of financial freedom. Research, learn, and work together with one of our wealth managers to create your own step-by-step strategic plan that turns your number from a dream to a goal and ultimately to a reality.
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Verified contacts
7
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- MT
Matthew Tarka
Director of Portfolio Management · Finance & Accounting
EmailPhone - DJ
Dean Johns
Senior Wealth Advisor · Finance & Accounting
EmailPhone - IB
Ian Bullis
Wealth Management Intern · Finance & Accounting
EmailPhone - JL
Justin Lehkamp
Wealth Management Associate · Finance & Accounting
EmailPhone - TP
Tim Powell
Senior Vice President, Certified Financial Planner (Tm) · Other
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Concentric Wealth Management, Llc
6 distinct titles indexed · top 6 shown.
- 2wealth management intern
- 1director of portfolio management
- 1medicare agent
- 1senior vice president, certified financial planner (tm)
- 1senior wealth advisor
- 1wealth management associate
Sign up to unlock all 7 contacts at Concentric Wealth Management, Llc
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