Lightpath Wealth & Tax Advisors
Lightpath Wealth Advisors is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Our mission is to provide education and guidance through life’s financial journey and help you eliminate much of the noise that exists in today’s complex financial marketplace.
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Verified contacts
3
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
5
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- SG
Scott Geiser
Principal, Investment Advisor Representative · Finance & Accounting
EmailPhone - JH
Jason Hawkins
President · General Business & Management
EmailPhone - JH
Jason Hawkins
President & Certified Financial Fiduciary · Other
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Lightpath Wealth & Tax Advisors
3 distinct titles indexed · top 3 shown.
- 1president
- 1president & certified financial fiduciary
- 1principal, investment advisor representative
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