Esencia Wealth
We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better. We achieve this by being curious, asking the right questions and delving deeper, then utilise the latest technology and our comprehensive understanding of the market to solve complex problems. We understand that true financial success isn't about short term gains - it’s about making smarter, more strategic and sustainable financial decisions, to enable our clients to focus on living the life they desire. Providing the strategic pathway to help our clients achieve this is our reason for being.
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Verified contacts
19
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- LM
Lina Montoya
Senior Client Experience Manager · Customer/Client Service
EmailPhone - LS
Louise Stillone
Practice Manager · General Business & Management
EmailPhone - RS
Rian Surti
Client Experience Manager · Customer/Client Service
EmailPhone - SC
Shiela Caballero
Client Experience Manager · Customer/Client Service
EmailPhone - AB
Abigael Bravo
Executive Assistant · General Business & Management
EmailPhone - GY
Graham Yon
Senior Financial Adviser · Finance & Accounting
EmailPhone - JM
Jane Mitchell
Senior Financial Adviser · Finance & Accounting
EmailPhone - DW
Dean Wainer
Chief Operations Officer · Operations
EmailPhone - JW
Jeffrey Wrightson
Managing Partner L Senior Financial Adviser · Other
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Esencia Wealth
13 distinct titles indexed · top 10 shown.
- 3client experience manager
- 2chief operations officer
- 2founder partner & senior financial adviser
- 2senior financial adviser
- 1chairman
- 1chief executive officer
- 1executive assistant
- 1founder partner senior financial adviser
- 1founder partner senior financial consultant
- 1founding partner and principal adviser
- +3more titles
Sign up to unlock all 19 contacts at Esencia Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 19 verified contacts at Esencia Wealth
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