Stanford Wealth Management
The foundation of our firm was established by Jim Stanford over thirty years ago, fueled by a passion to serve individuals as they navigate the complex processes of financial planning and investment management. Our team today embodies shared values of integrity, faith, and dedication, all aimed at helping clients achieve their goals. Our mission is to provide personalized financial guidance, informed by our clients’ unique needs and aspirations, within a framework of mutual respect and understanding. Let’s Talk About Your Financial Future. Reach out to us to discuss how we can assist in shaping your financial future. We’re here to help with strategies tailored to your unique needs and goals- Securities and advisory services offered through & PARTNERS℠, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.
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Verified contacts
6
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
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Monthly traffic
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- KH
Kristen Henk
Director Financial Planning, Stanford Wealth Management & Partners · Finance & Accounting
EmailPhone - AH
Andrew Henk
Director Investment Strategies, Stanford Wealth Management & Partners · Other
EmailPhone - JD
James D. Stanford
Founder & Managing Director, Stanford Wealth Management & Partners · Other
EmailPhone - SO
Stephen Osborne
Wealth Advisor Plan Advisor · Other
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Stanford Wealth Management
4 distinct titles indexed · top 4 shown.
- 2director financial planning, stanford wealth management & partners
- 1director investment strategies, stanford wealth management & partners
- 1founder & managing director, stanford wealth management & partners
- 1wealth advisor plan advisor
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