Expressive Wealth
Whether you’re investing for the first time, navigating complex tax laws, or planning your estate, we have the team to help you achieve your wealth goals with a holistic approach. Here at Expressive Wealth, we empower you to find clarity around your family’s financial future and build generational wealth to carry your legacy forward. Together, we will simultaneously build upon both emotional & financial wealth. It requires your active participation in exploring and redefining the family’s legacy to fully encompass Expressive Wealth.
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Verified contacts
10
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- DD
Darlene Duncan
Wealth Advisor, Partner · Finance & Accounting
EmailPhone - KM
Kaitlin Martinez
Wealth Advisor · Finance & Accounting
EmailPhone - LG
Lauren Genuardi
Chief Operating Officer & Managing Partner · General Business & Management
EmailPhone - VN
Vanessa N. Martinez
CEO, Managing Partner · General Business & Management
EmailPhone
Showing 4 of 10 verified contacts
Top roles at Expressive Wealth
8 distinct titles indexed · top 8 shown.
- 2chief operating officer & managing partner
- 1ceo, managing partner
- 1cheif clinical officer at expressive wealth, llc
- 1paraplanner
- 1senior wealth associate
- 1wealth advisor
- 1wealth advisor, partner
- 1wealth associate
Sign up to unlock all 10 contacts at Expressive Wealth
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