Decisionpoint Financial, Llc
DecisionPoint Financial, LLC is a Fee-only financial planning & fiduciary investment management firm dedicated to assisting clients with growing, managing, and protecting their wealth. Our services include- Financial Planning - Investment Management - Cash Flow Planning - Retirement Planning - Risk Management - Charitable Giving - Tax Planning - First Responders & Governmental 457(b) Plans - Institutional 401(k) & 403(b) Plans - ERISA 3(38) Investment Management
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Verified contacts
17
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
76
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- DM
Devin Miller
Director of Planning & Operations · General Business & Management
EmailPhone - MD
Matt Daley
Partner, Senior Financial Planner · Finance & Accounting
EmailPhone - MW
Morgan Winters
Customer Service Specialist · Customer/Client Service
EmailPhone - CP
Chadd Peachey
Senior Associate & Financial Planner · Other
EmailPhone - KK
Kortney Kudela
Client Services Specialist · Other
EmailPhone
Showing 5 of 17 verified contacts
Top roles at Decisionpoint Financial, Llc
11 distinct titles indexed · top 10 shown.
- 3financial planner
- 2associate advisor
- 2ceo
- 2director of planning & operations
- 1client services specialist
- 1customer service specialist
- 1director of retirement plan services
- 1intern
- 1partner & senior financial planner
- 1partner, senior financial planner
- +1more titles
Sign up to unlock all 17 contacts at Decisionpoint Financial, Llc
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Sign up to reveal 17 verified contacts at Decisionpoint Financial, Llc
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