Convergent Financial Group
We are an indepedent, fee-only, fiduciary financial planner and investment advisor. We guide you through the planning process, investing, RSU's, 401k rollovers, retirement. anything that affects you financially. Plan Better. Invest Smarter. Dream Bigger.
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- KE
Kristy Ellisor
Marketing Director · Advertising & Marketing
EmailPhone - ME
Matthew Erickson
Financial Advisor · Finance & Accounting
EmailPhone - JA
Jeremy A. Ellisor
Owner & Lead Advisor · Other
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Convergent Financial Group
3 distinct titles indexed · top 3 shown.
- 1financial advisor
- 1marketing director
- 1owner & lead advisor
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