Geometric Wealth Advisors
Comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers
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Verified contacts
27
available on Kipplo
LinkedIn employees
32
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
1
tools in use
Monthly traffic
123
organic / mo
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Decision-makers and verified team members
27 contacts with verified email or phone · masked until revealed.
- MD
Marc Dacanay
Director of Business Operations · Operations
EmailPhone - PM
Patrick McGough
Principal · Finance & Accounting
EmailPhone - AK
Ashley Kennedy
Client Operations Team Lead · Operations
EmailPhone - GC
Grace Curell
Tax Manager · Finance & Accounting
EmailPhone - AW
Alison Wellington
Operations Specialist · Operations
EmailPhone - MM
Michael Matson
Performance Reporting Analyst · Finance & Accounting
EmailPhone - VL
Victoria Lipscomb
Paraplanner · Finance & Accounting
EmailPhone - AL
Andrew Leonard
Managing Partner · General Business & Management
EmailPhone - CG
Cristina Grandjacquet Miller
() · Other
EmailPhone
Showing 9 of 27 verified contacts
Top roles at Geometric Wealth Advisors
19 distinct titles indexed · top 10 shown.
- 3paraplanner
- 2financial planner
- 2operations specialist
- 2portfolio analyst
- 2principal
- 1()
- 1client operations specialist
- 1client operations team lead
- 1director of business operations
- 1managing partner
- +9more titles
Sign up to unlock all 27 contacts at Geometric Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 27 verified contacts at Geometric Wealth Advisors
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