Fsa Wealth Partners
With more than four decades dedicated to managing money and providing financial advice, we have helped guide clients through all types of environments—the good times and bad. FSA Wealth Partners has worked in collaboration with individuals, families, and business owners to establish an approach to investing that focuses on protecting what you have worked so hard to create. It’s given us a unique perspective on investing—how to protect your wealth and how to grow it wisely. We’ve learned to guide clients in thinking through their goals and decisions to help avoid costly mistakes. To view our disclosures, please visit
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Verified contacts
13
available on Kipplo
LinkedIn employees
80
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- JL
Jamie Leggieri
Senior Client Service Associate & Team Lead · Customer/Client Service
EmailPhone - AW
Aaron Weston
Financial Advisor · Finance & Accounting
EmailPhone - DP
Dave Petersen
Founding Partner · General Business & Management
EmailPhone - JJ
Jim Joseph
Partner, President at Fsa Wealth Partners · Other
EmailPhone - KB
Kim Basenback
Director of Financial Planning · Finance & Accounting
EmailPhone - KD
Kim Donohue
Operations Manager Compliance Manager · Other
EmailPhone - JJ
John Jones
Client Services Associate · Customer/Client Service
EmailPhone - LW
Lena Williamson-Diaz
Financial Advisor i · Finance & Accounting
EmailPhone - MB
Malcolm Baylor
Client Services Associate · Customer/Client Service
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Fsa Wealth Partners
11 distinct titles indexed · top 10 shown.
- 2client services associate
- 2financial advisor - level 2
- 1administrative assistant
- 1client service associate
- 1director of financial planning
- 1financial advisor
- 1financial advisor i
- 1founding partner
- 1operations manager compliance manager
- 1partner, president at fsa wealth partners
- +1more titles
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