Left Brain Wealth Management, Llc
Left Brain Wealth Management, LLC. is a full service wealth management firm. We believe in Creating Wealth, Building Wealth and Preserving Wealth for our clients. We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Left Brain Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
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Verified contacts
4
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
31
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- BD
Brian Dress
Director of Research · Research & Development
EmailPhone - FG
Freddy Garcia
First Vice President-investments · Finance & Accounting
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Left Brain Wealth Management, Llc
4 distinct titles indexed · top 4 shown.
- 1business development associate
- 1director of research
- 1finance intern
- 1first vice president-investments
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