Strategic Wealth
Strategic Wealth was founded with the goal of being your trusted advisors. We are dedicated to enhancing the financial lives and enriching the family legacies of our clients by offering a full range of services tailored to each client's needs. Through our "Team Approach", you have access to over 100 + years of combined experience who are passionately committed to your success. Please see my website for additional information and disclosures.
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Verified contacts
15
available on Kipplo
LinkedIn employees
33
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
54
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- AR
Amit Raut
Director · General Business & Management
EmailPhone - AR
Amol Raut
Director · General Business & Management
EmailPhone - AA
Alejandra Astorga
Client Liaison · Customer/Client Service
EmailPhone - JF
Joann Fontanez
Registered Client Liaison · Customer/Client Service
EmailPhone - TG
Thomas Gallardo
Financial Advisor · Finance & Accounting
EmailPhone - AA
Abraham Akle
() · Other
EmailPhone - BB
Bobby Blanco
Partner and Director of Risk Management, Insurance & Estate Planning · Other
EmailPhone - CD
Claudia de Rosa
Partner Wealth Manager · Finance & Accounting
EmailPhone - MS
Monica Salaiz-Narvaez
Director of Financial Planning and Analysis · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Strategic Wealth
13 distinct titles indexed · top 10 shown.
- 2director
- 1()
- 1accountant
- 1assistant operations manager
- 1client liaison
- 1director of financial planning and analysis
- 1executive assistant
- 1financial advisor
- 1investment advisor representative
- 1paraplanner
- +3more titles
Sign up to unlock all 15 contacts at Strategic Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 15 verified contacts at Strategic Wealth
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