Smartpro Financial
We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for! We believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave Ramsey's 7 Baby Steps or just getting started, we are here to help. Disclosures: Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. SmartPro Financial and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
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Verified contacts
90
available on Kipplo
LinkedIn employees
93
11 to 50 range
Open roles
—
no listings
Distinct roles
46
indexed titles
Tech stack
1
tools in use
Monthly traffic
675
organic / mo
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Decision-makers and verified team members
90 contacts with verified email or phone · masked until revealed.
- SJ
Stephanie Johnson
Administrative Assistant (Contract) · General Business & Management
EmailPhone - BW
Brian Wheeler
Partner · General Business & Management
EmailPhone - AS
Alicia Sanchez
Regional Sales Director · Sales & Business Development
EmailPhone - CF
Chloe Foster
Director of Operations · Operations
EmailPhone - AM
Angel M. Ramirez
Financial Planner Investment Advisor · Finance & Accounting
EmailPhone - JG
Joshiwa Graham
Financial Planner Wealth Advisor · Finance & Accounting
EmailPhone - LR
Lisa R. Calloway
Wealth Manager at Dave Ramsey Smartpro Financial · Finance & Accounting
EmailPhone - SG
Stephanie Gerhard
Support Team Lead · Customer/Client Service
EmailPhone - AB
Alexander Brookins
Executive Assistant · General Business & Management
EmailPhone
Showing 9 of 90 verified contacts
Top roles at Smartpro Financial
46 distinct titles indexed · top 10 shown.
- 16financial advisor
- 6investment advisor
- 4executive assistant
- 2administrative assistant
- 2chief executive officer
- 2executive administrator
- 2financial advisor ramsey smartvestor pro
- 2financial planner, dave ramsey smartvestor pro
- 2insurance administrator
- 2osj support
- +36more titles
Sign up to unlock all 90 contacts at Smartpro Financial
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