Fna Wealth Management
We guide our clients through their financial journey with personalized attention and tailored solutions that aim to deliver comprehensive strategies for enhancing wealth and preserving legacies. From complex estate planning to optimizing portfolios, we’re dedicated to empowering our clients to thrive financially. Like a good coach, it's the best we can do: To take you where you can't take yourself. Advisory services offered through Beacon Financial Advisory, LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. FNA Wealth Management, LLC/Beacon Financial Advisory LLC and the above firms are independent and non-affiliated.
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Verified contacts
9
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
18
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- KK
Kristin Kane
Marketing and Customer Services Associate · Advertising & Marketing
EmailPhone - BS
Beth Smith
Exec Admin · General Business & Management
EmailPhone - AF
Audrey Fetko
Client Servicesdirector · Other
EmailPhone - CL
Christopher Lombardo
Financial Advisor · Finance & Accounting
EmailPhone - TK
Theresa Kotting
Client Services · Customer/Client Service
EmailPhone - JR
Joe Randazzo
Managing Member, Jd, Cfp · Finance & Accounting
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Fna Wealth Management
9 distinct titles indexed · top 9 shown.
- 1administrative assistant
- 1associate
- 1client services
- 1client servicesdirector
- 1exec admin
- 1financial advisor
- 1managing member, jd, cfp
- 1marketing and customer services associate
- 1project manager
Sign up to unlock all 9 contacts at Fna Wealth Management
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Sign up to reveal 9 verified contacts at Fna Wealth Management
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