Rethink Wealth
Welcome to the Future of Financial Planning at Rethink Wealth! Dive into a world where financial planning isn’t just about spreadsheets and percentages, it’s about breaking barriers and creating futures. We're here to guide you through a revolution in financial services, where clarity conquers complexity and innovative solutions are tailored to your unique aspirations. At Rethink Wealth we’re not just changing the game, we’re changing lives. We confront the challenges that plague the traditional financial industry head on. We see a world bogged down by draconian practices and convoluted strategies that serve the industry more than the client. Our goal is to disrupt this norm by fostering a culture of innovation, where creativity and practical solutions drive our approach to financial planning. We're creating an environment that nurtures not only professional growth but personal development. Our team is at the heart of our mission, they are the innovators, the thinkers, the dreamers who push boundaries and challenge conventional wisdom. Together, we believe we can transform the experience of financial planning, making it as empowering for the advisor as it is for the client. It's not just a workplace, it's a community where every advisor’s dream has the support to become a reality. We understand that to truly serve our clients, we must first serve our team, providing them with the tools, knowledge, and freedom they need to grow and succeed. Our strategy includes continuous education, mentorship programs, marketing you've only seen in your dreams, and a supportive network that encourages taking risks and thinking outside the box. Our clients benefit from our holistic and uncommon approach to financial planning, which integrates their personal goals with innovative financial strategies. We're dedicated to building lasting relationships based on trust, integrity, and unmatched support./COMPLIANCE:2025-2526/
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Verified contacts
75
available on Kipplo
LinkedIn employees
86
201 to 500 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
2
tools in use
Monthly traffic
33
organic / mo
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Decision-makers and verified team members
75 contacts with verified email or phone · masked until revealed.
- AB
Austin Bransgrove
Managing Director · General Business & Management
EmailPhone - BS
Bobby S. Sahni
Principal Director · General Business & Management
EmailPhone - KB
Karen Berns
Director of Recruiting · Human Resources
EmailPhone - TA
Tommy Aultman
Managing Associate · General Business & Management
EmailPhone - BJ
Brandt Jordan
Financial Representative · Sales & Business Development
EmailPhone - JH
John Hersey
Financial Advisor · Finance & Accounting
EmailPhone - KV
Kevin V Pena
Financial Advisors · Finance & Accounting
EmailPhone - KW
Kirk Wisnewski
Registered Representative · Sales & Business Development
EmailPhone - LM
Louis Mayor
Registered Representative · Sales & Business Development
EmailPhone
Showing 9 of 75 verified contacts
Top roles at Rethink Wealth
25 distinct titles indexed · top 10 shown.
- 12financial representative
- 11financial professional
- 8financial advisor
- 2executive assistant
- 2financial advisors
- 2managing associate
- 2partner
- 2registered representative
- 2wealth management intern
- 1& -
- +15more titles
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