Flatiron Wealth
At Flatiron Wealth, our mission is to help our clients take control of their financial world. We provide personalized financial planning with a fiduciary level of care to help reach their financial goals. Personal. Positive. Solid. Momentum. For our disclosure information, please visit: https://flatironwealth.com/
7-day free trial · no credit card
Verified contacts
6
available on Kipplo
LinkedIn employees
5
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
9
organic / mo
Sign up free to see all 6 verified contacts at Flatiron Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- AS
Andrew Sheppard
Managing Partner Senior Wealth Advisor · Other
EmailPhone - CM
Christian Montanari
Wealth Advisor · Finance & Accounting
EmailPhone - CM
Christian Montanari
Associate Advisor · Finance & Accounting
EmailPhone - PZ
Patrick Zumpano
Office Administrator · Operations
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Flatiron Wealth
5 distinct titles indexed · top 5 shown.
- 1associate advisor
- 1client service intern
- 1managing partner senior wealth advisor
- 1office administrator
- 1wealth advisor
Sign up to unlock all 6 contacts at Flatiron Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Flatiron Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.