Dolfinwise
Our mission is to make a difference in the lives of our clients through the highest standards of financial advice and service. Acting with integrity, we will challenge those who commit to working with us to achieve their aspirations, while assisting them to navigate both life’s adversities and opportunities.
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Verified contacts
8
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- BA
Bronnie Abraham
Director & Certified Financial Planner · Finance & Accounting
EmailPhone - JB
Jason B.
Director and Certified Financial Planner · Finance & Accounting
EmailPhone - SG
Sandra Gonah
Client Services Manager · Customer/Client Service
EmailPhone - HQ
Howard Querido
Financial Adviser · Finance & Accounting
EmailPhone - JD
Jack Dixon
Financial Advisor · Finance & Accounting
EmailPhone - SG
Sarah Granger
Paraplanner · Finance & Accounting
EmailPhone - TM
Tyler Mapri
Financial Adviser · Finance & Accounting
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Dolfinwise
7 distinct titles indexed · top 7 shown.
- 2financial adviser
- 1client services manager
- 1director & certified financial planner
- 1director and certified financial planner
- 1financial advisor
- 1jason bragger - financial advisor
- 1paraplanner
Sign up to unlock all 8 contacts at Dolfinwise
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Dolfinwise
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