Figtree Financial Advisors
FigTree Financial Advisors is a comprehensive financial planning and investment management firm specializing in retirement planning. With more than 20 years of planning experience, we help our clients customize and execute their retirement plan so that they can retire with confidence. Our advisors are committed to helping our clients reach their goals, obtain financial security, and have peace of mind about their future.
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
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Distinct roles
3
indexed titles
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- RC
Regina Carbajal Legates
Principal Financial Advisor · Finance & Accounting
EmailPhone - CM
Chris Mendel
Practice Manager · Operations
EmailPhone - MC
Marjorie Carbajal
Financial Advisor · Finance & Accounting
EmailPhone
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Top roles at Figtree Financial Advisors
3 distinct titles indexed · top 3 shown.
- 1financial advisor
- 1practice manager
- 1principal financial advisor
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