Return On Life Wealth Partners
Return on Life Wealth Partners is a wealth management advisory firm that uses a personal approach to discover clients’ definitions of happiness and fulfillment. By understanding their hearts, we strive to help clients stay on track with prudent advice. Our recommendations go beyond numbers on an Excel spreadsheet or rates of return to help clients accomplish life goals and pursue lives well lived. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Planned Financial Services, a registered investment advisor and separate entity from LPL Financial. The LPL financial registered representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VI, WA. Copyright © 2023 Planned Financial Services. All Rights Reserved.
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Verified contacts
15
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
10
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- DL
Danielle Lechard
Wealth Advisor · Finance & Accounting
EmailPhone - MV
Michelle Velotta
Marketing Coordinator · Advertising & Marketing
EmailPhone - SP
Stephanie Perrone
Executive Assistant · General Business & Management
EmailPhone - CC
Chelsea Coleman Hussey
Æ Ø Ø · Other
EmailPhone - FF
Frank Fantozzi
- - · Other
EmailPhone - BS
Brad Scarbrough
Director of Marketing and Business Development · Advertising & Marketing
EmailPhone - CY
Cynthia Yang
Wealth Advisor · Finance & Accounting
EmailPhone - AH
Andrew Hoyt
Client Liaison · Customer/Client Service
EmailPhone - LR
Lesia Riggs-Marshek
Client Liaison · Customer/Client Service
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Return On Life Wealth Partners
11 distinct titles indexed · top 10 shown.
- 4client liaison
- 2wealth advisor
- 1- -
- 1bouncer
- 1chief operating officer
- 1director of marketing and business development
- 1executive assistant
- 1manager - administration
- 1marketing coordinator
- 1marketing intern
- +1more titles
Sign up to unlock all 15 contacts at Return On Life Wealth Partners
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