Stoic Financial
From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org). The financial professionals associated with Stoic Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- NV
Nelson Valerio
Financial Planner · Finance & Accounting
EmailPhone - AS
Aaron Stevens
Managing Director · General Business & Management
EmailPhone - NR
Nick Rodkin
Managing Partner & Senior Wealth Advisor · General Business & Management
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Stoic Financial
4 distinct titles indexed · top 4 shown.
- 1finance specialist
- 1financial planner
- 1managing director
- 1managing partner & senior wealth advisor
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