Intandem Financial
You deserve a team of highly credentialed and experienced strategic wealth advisors and financial planners who get to know you and truly care about your financial future. At InTandem Financial, we work collaboratively with you to design custom financial plans for your unique needs and desires. Our aspiration is to create long-lasting relationships with you built on integrity, trust, and uncompromised service.
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Verified contacts
14
available on Kipplo
LinkedIn employees
18
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
14 contacts with verified email or phone · masked until revealed.
- JR
Jennifer Reed
Director of Client Relations · Customer/Client Service
EmailPhone - HH
Heather Havighurst
(&) · Other
EmailPhone - EP
Evan Pennypacker
Director of Private Wealth Planning · Finance & Accounting
EmailPhone - CO
Cameron Oberry
Wealth Management Advisor · Finance & Accounting
EmailPhone - CO
Cameron Oberry
Wealth Management Advisor · Finance & Accounting
EmailPhone - LG
Luke Goodyear
Financial Planning Analyst · Finance & Accounting
EmailPhone - PD
Patrick D. Whalen
Financial Advisor · Finance & Accounting
EmailPhone - ZL
Zoe Lynn
Financial Planning Analyst Intern · Finance & Accounting
EmailPhone
Showing 8 of 14 verified contacts
Top roles at Intandem Financial
11 distinct titles indexed · top 10 shown.
- 3financial planning analyst intern
- 2wealth management advisor
- 1(&)
- 1director of client relations
- 1director of client relations & marketing
- 1director of private wealth planning
- 1financial advisor
- 1financial planning analyst
- 1marketing assistant
- 1planning analyst
- +1more titles
Sign up to unlock all 14 contacts at Intandem Financial
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