Taurus Financial
Taurus Financial is a boutique financial advisory firm catering to executives, entrepreneurs, and businesses across the United States. Our Services include- Comprehensive Financial Planning, emphasizing equity compensation planning and estate planning- Wealth Management, specializing in complex products such as structured notes and alternative investments- Small Business Benefit Plans, encompassing 401k, defined benefit plans, group health insurance, and more. Disclosure: • Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC spic.org • 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. • The financial professionals associated with LPL 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.
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Verified contacts
11
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- RS
Ronak Sharma
Sales Business Development · Sales & Business Development
EmailPhone - BZ
Bray Zhang
Senior Financial Advisor · Finance & Accounting
EmailPhone - TS
Tina Sun
Founder and Managing Partner · General Business & Management
EmailPhone - YW
Yisha Wang
Partner and Co-founder · General Business & Management
EmailPhone
Showing 4 of 11 verified contacts
Top roles at Taurus Financial
8 distinct titles indexed · top 8 shown.
- 2investment operations analyst
- 1financial analyst
- 1founder and managing partner
- 1investment operation associate
- 1partner and co-founder
- 1registered investment advisor
- 1sales business development
- 1senior financial advisor
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