L2 Wealth Management
L2 Wealth Management delivers value and earns trust by helping solve our clients’ needs with our significant investment, tax-efficient planning, and risk management expertise. We foster a positive and strong team culture where each team member thrives. Our team, our expertise, and our process allow us to gain a thorough understanding of our clients’ goals and desires, enabling us to deliver unique and custom-tailored strategies and tools designed to turn our clients’ dreams into reality. Se habla español.
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Verified contacts
10
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- KS
Kimberly Sakakeeny
Chief Operations Officer · Operations
EmailPhone - AR
Anthony Rivera
Investment Operations Specialist · Finance & Accounting
EmailPhone - GK
Gabe Keller
Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - IK
Irish Kreis
Marketing Coordinator · Advertising & Marketing
EmailPhone - JL
Josh Lane
Wealth Management Advisor · Finance & Accounting
EmailPhone
Showing 5 of 10 verified contacts
Top roles at L2 Wealth Management
9 distinct titles indexed · top 9 shown.
- 2investment operations specialist
- 1-'
- 1associate wealth management advisor
- 1associate wealth management advisor investment operations manager
- 1chief operations officer
- 1financial planning assistant
- 1insurance operations specialist
- 1marketing coordinator
- 1wealth management advisor
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