Moneywise Wealth Management
We, Moneywise Wealth Management |"The Moneywise Guys" podcast, are an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA, and partners with incredible clients from all walks of life and who live all over the country. We specialize in a down-to-earth service style that favors humor and compassion and our financial advisors are driven by an integrated WEALTH + TAX + ESTATE planning structure and a strategic investing mindset. We are dedicated to doing everything that is within our power, experience, and resources to better empower our wealth management clients and our show listeners in strategically building healthy financial lives in order to enjoy the things in life that matter much more. We are passionate about achieving this through our investment + retirement planning services and our live radio show + podcast "The Moneywise Guys." This is the Moneywise way. Everyone deserves to create financial stability in their lives, and we believe that a healthy relationship with money allows, by ripple effect, each individual to have a positive impact on their loved ones and their community. Individuals. Families. Business Owners. We’re here to help you on your financial journey to and through your retirement years. BE MONEYWISE. Moneywise Wealth Management |"The Moneywise Guys" podcast call: email: info@moneywiseguys.com visit:
7-day free trial · no credit card
Verified contacts
16
available on Kipplo
LinkedIn employees
24
1 to 10 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
306
organic / mo
Sign up free to see all 16 verified contacts at Moneywise Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- DW
Dustin Weaver
Senior Financial Advisor · Finance & Accounting
EmailPhone - SN
Steven Nicklaus
Sr Producer · Advertising & Marketing
EmailPhone - FL
Frank Lee
Financial Advisor · Finance & Accounting
EmailPhone - HA
Heather Andersen
Wellness Coordinator · Healthcare & Human Services
EmailPhone - LD
Latroy Dinkins
Financial Advisor · Finance & Accounting
EmailPhone - MB
Michele Burrow
Client Relations Coordinator · Customer/Client Service
EmailPhone - SP
Seth Perry
Financial Advisor · Finance & Accounting
EmailPhone - JL
Justin Leland
Director of Business Services Senior Financial Advisor Retirement Plan Specialist · Other
EmailPhone - SS
Sally Selby
Marketing Director · Advertising & Marketing
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Moneywise Wealth Management
12 distinct titles indexed · top 10 shown.
- 3financial advisor
- 2account coordinator
- 1client relations coordinator
- 1director of business services senior financial advisor retirement plan specialist
- 1managing director
- 1marketing communications intern
- 1marketing director
- 1peacock wrangler
- 1president ceo financial advisor co-host of the moneywise guys podcast live radio show
- 1senior financial advisor
- +2more titles
Sign up to unlock all 16 contacts at Moneywise Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 16 verified contacts at Moneywise Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.