Kaf Wealth Management
KAF Wealth Management was founded to provide personal and business financial planning for its clients. We provide creative and diverse financial services by blending technical knowledge and experience to help solve financial issues. Our advisors develop solid financial plans based on each client’s unique needs for the future. Our team of highly skilled specialists are dedicated to creating long-term strategies that help secure a client’s overall financial well-being. Most of our clients have created their own successes and need to protect their wealth. Their concerns go beyond the just the management of money to broader issues involving family and business relationships. Our technical skills are matched by a talent for listening. Only by actively listening to our clients do we learn not only their financial needs but their emotional needs as well.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
125
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- SC
Suzanne Conran
Wealth Manager · Finance & Accounting
EmailPhone - AW
Amber Whitner
Client Services Associate · Customer/Client Service
EmailPhone - EA
Eralb Akshia
Paraplanner · Finance & Accounting
EmailPhone - JS
Jim Shannon
Financial Advisor · Finance & Accounting
EmailPhone - MC
Megan Corrado
Financial Advisor · Finance & Accounting
EmailPhone - DB
Desiree Boga
Director of Client Services · Other
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Kaf Wealth Management
6 distinct titles indexed · top 6 shown.
- 2director of client services
- 2financial advisor
- 1client services associate
- 1client services manager
- 1paraplanner
- 1wealth manager
Sign up to unlock all 8 contacts at Kaf Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Kaf Wealth Management
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