Kondo Wealth Advisors
Kondo Wealth Advisors is a wealth management and financial planning firm. We provide clients with a Comprehensive Financial Plan that serves as a roadmap, outlining steps to lead you towards a successful retirement. We offer a diversified investment strategy to fuel that journey, and insurance solutions to protect what you already have. As an independent Registered Investment Advisory firm, we serve as fiduciaries. That means that our clients are our only boss, and our sole responsibility is to look after their best interests.
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Verified contacts
4
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- MW
Marnie Wheeler
Operations and Marketing Assistant · Operations
EmailPhone - MC
Melinda Chen
Office Administrator · Operations
EmailPhone - AD
Akemi Dalvi
Senior Wealth Manager, Financial Planner, CPA, Cfp, Owner · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Kondo Wealth Advisors
4 distinct titles indexed · top 4 shown.
- 1office administrator
- 1operations and marketing assistant
- 1security guard
- 1senior wealth manager, financial planner, cpa, cfp, owner
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