Findec
FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. FinDec℠ was founded as a family-owned and operated “mom and pop” shop that has grown into a corporation serving clients nationwide out of our multiple locations. Since inception, we have focused on putting clients first. We have brought on team members over the years who have shared in the vision of helping people build wealth over time. We’ve come a long way since we first opened our doors more than 30 years ago — what has always been at the core of what we do is an effort to earn the ongoing trust of our clients. As we embrace new techniques, technologies and thinking, we always keep our eye on what’s most important: Our clients and the trust they have in us. Our business philosophy is guided by six core values embodied in the acronym "Findec". Family values Integrity New Ideas Determination Education Community Disclosures: https://findec.com/standard-disclosures/
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Verified contacts
16
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
5
tools in use
Monthly traffic
236
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- JL
Jaclyn Long
Director of Participant Experience · Operations
EmailPhone - MC
Marilyn Campion
Director of Workplace Benefit Plan Administration · Human Resources
EmailPhone - KK
Karla Klinefelter
Relationship Manager · Sales & Business Development
EmailPhone - NW
Nathan Williamson
Wealth Advisor · Finance & Accounting
EmailPhone - EH
Evan Hartstein
Retirement Plan Consultant · Finance & Accounting
EmailPhone - JK
John Koupal
Business Development Officer · Sales & Business Development
EmailPhone - ML
Michael Lee
President & CEO · General Business & Management
EmailPhone - CS
Charlene Sukhram
Director of Recordkeeping Services · Human Resources
EmailPhone - AL
Angelica Leal
Resolution Associate · Operations
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Findec
13 distinct titles indexed · top 10 shown.
- 1accounting associate
- 1business development officer
- 1contributions associate
- 1director of participant experience
- 1director of recordkeeping services
- 1director of workplace benefit plan administration
- 1president & ceo
- 1private wealth advisor
- 1relationship manager
- 1resolution associate
- +3more titles
Sign up to unlock all 16 contacts at Findec
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