Firenze Wealth Management
Founding Owners, Carrie Mullins and Sara Tanner developed their vision for Firenze Wealth Management on a trip to the birthplace of the Renaissance, Florence, Italy. The concepts of combining math, art, science, literature and physical health provided the backdrop of creating an entirely independent and holistic financial services firm. At Firenze Wealth Management our core values are evident in the work we have done throughout our combined almost 90 years of experience. Our commitment to our clients is to provide honest, thoughtful care that will stand as the cornerstone to their financial growth and security. It is our objective to be the premier financial services firm providing holistic solutions to help navigate and thrive today and in the future. If you wish to contact us for business reasons, please use the following email address: info@firenzewealth.com. We cannot respond to any communications or questions about the financial services industry via LinkedIn. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (finra.org)/ SIPC (sipc.org). The financial professionals associated with Firenze Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- AK
Aimee Keeney
Wealth Advisor · Finance & Accounting
EmailPhone - KR
Kalin Rooney
Wealth Advisor · Finance & Accounting
EmailPhone - CM
Carrie Mullins
CEO & Wealth Advisor · Finance & Accounting
EmailPhone - SR
Sara Rohne Tanner
President & Wealth Manager · Finance & Accounting
EmailPhone - EM
Elsa Marcotte
Director of Operations · Operations
EmailPhone - SP
Susan Perry
Wealth Advisor · Finance & Accounting
EmailPhone - MF
Matthew Ferrua
Oregon Real Estate Broker · Sales & Business Development
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Firenze Wealth Management
5 distinct titles indexed · top 5 shown.
- 3wealth advisor
- 1ceo & wealth advisor
- 1director of operations
- 1oregon real estate broker
- 1president & wealth manager
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