Livswell
Livswell is a full-service financial planning firm dedicated to helping clients over the age of 50 with the nuances and complicated financial decisions they face in the second half of life. Through a refined and personalized financial planning process that puts all the pieces together in a way that supports what truly matters to you, we deliver clarity, confidence, and meaning to your financially independent years. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:(AL, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MT, NC, OH, PA, SC, TN, TX, VA, VT, WA, WI). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
7-day free trial · no credit card
Verified contacts
2
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 2 verified contacts at Livswell
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- RW
Rachel Wyatt
Director of Administrative Operations & Client Relations · General Business & Management
EmailPhone - EH
Erik Hofstrom
Certified Financial Plannertm · Finance & Accounting
EmailPhone
Showing 2 of 2 verified contacts
Top roles at Livswell
2 distinct titles indexed · top 2 shown.
- 1certified financial plannertm
- 1director of administrative operations & client relations
Sign up to unlock all 2 contacts at Livswell
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 2 verified contacts at Livswell
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.