Continuum Wealth Partners
Our highly credentialed planning team is built to provide our clients with the peace of mind that we are here for them and their families well into the future. We work best with busy, well-intentioned professionals that want to ensure financial security for their families and businesses, yet know they need objective guidance and accountability. Clients value our partnership in the creation and implementation of tailored strategies that lead to the financial outcomes that impact their lives.
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Verified contacts
16
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- MW
Matt Walsh
Partner & Private Wealth Advisor · Finance & Accounting
EmailPhone - SD
Sarah Dupree
Director of Insurance and Investment Operations · Operations
EmailPhone - RC
Robert Cox
Partner and Private Wealth Advisor · Finance & Accounting
EmailPhone - AM
Adrian Mugnaini
Operations Associate · Operations
EmailPhone - ET
Emily Thompson
Financial Planning Analyst · Finance & Accounting
EmailPhone - JC
Julia Cason
Client Service Specialist · Customer/Client Service
EmailPhone - SC
Samantha Campagnano
Financial Analyst · Finance & Accounting
EmailPhone
Showing 7 of 16 verified contacts
Top roles at Continuum Wealth Partners
9 distinct titles indexed · top 9 shown.
- 4financial planning analyst
- 3associate private wealth advisor
- 2client service specialist
- 2financial analyst
- 1director of insurance and investment operations
- 1financial planning intern
- 1operations associate
- 1partner & private wealth advisor
- 1partner and private wealth advisor
Sign up to unlock all 16 contacts at Continuum Wealth Partners
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Sign up to reveal 16 verified contacts at Continuum Wealth Partners
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