Seamount Financial Group, Inc
Seamount Financial Group is an independent, boutique financial planning and wealth management firm. As a fiduciary, we are focused solely on our client’s best interests. Since 1982 we have demonstrated our commitment by fostering impactful relationships with clients, often spanning generations, while enriching the communities that we serve.
7-day free trial · no credit card
Verified contacts
8
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
13
organic / mo
Sign up free to see all 8 verified contacts at Seamount Financial Group, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- AM
Aaron McLaughlin
Certified Financial Planner · Finance & Accounting
EmailPhone - KG
Katarina Garcia
Executive Assistant · General Business & Management
EmailPhone - ND
Nick Dorsett
Financial Advisor · Finance & Accounting
EmailPhone - PH
Patrick Healy
Financial Advisor · Finance & Accounting
EmailPhone - CD
Christopher Dorsett
Certified Financial Planner Tm · Finance & Accounting
EmailPhone - PH
Patrick Healy
Financial Advisor · Finance & Accounting
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Seamount Financial Group, Inc
5 distinct titles indexed · top 5 shown.
- 3financial advisor
- 2certified financial planner
- 1certified financial planner tm
- 1executive assistant
- 1financiar
Sign up to unlock all 8 contacts at Seamount Financial Group, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at Seamount Financial Group, Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.