Montara Wealth
Montara Wealth is a privately owned financial planning company that aims to educate, collaborate and implement life-changing financial strategies for our clients. Through our analytical and personal approach, we work with our clients to help them identify and develop strategies to meet their individual needs. As a company, we strive to ensure that our engagement has a positive impact on our clients’ financial lives, so that they can get on with the more important things in life!
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AH
Amy Harris
Client Services Manager · Customer/Client Service
EmailPhone - MC
Madeleine Camilleri
Client Services Manager · Customer/Client Service
EmailPhone - ES
Ethan Stein
Financial Advisor · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Montara Wealth
2 distinct titles indexed · top 2 shown.
- 2client services manager
- 1financial advisor
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