The Lotter Group
For the past 25 years, the Lotter Group has provided sound financial planning and financial products to thousands of school teachers in California. The Lotter Group is known for its client loyalty and unparalleled integrity. Company Mission:*Be truthful when explaining products and concepts *Never misrepresent your affiliations *Deliver more than what you are asked for *Pursue further education and training *Follow a needs-based selling standard Specialties:*Tax Strategy *Estate Planning *Risk Management *Brokerage Services *Retirement Products *Core Benefits
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Verified contacts
11
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
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.
- NM
Nick Muratalla
Building Manager · Operations
EmailPhone - CM
Chuck Major
Financial Consultant · Finance & Accounting
EmailPhone - HT
Huong Tu
Accountant · Finance & Accounting
EmailPhone - JC
James Chavis
Database Administrator · Information Technology
EmailPhone - ST
Sheila Tedtaotao
Director of Recruiting and Licensing · Other
EmailPhone - ST
Sheila Tedtaotao
Human Resources Manager · Human Resources
EmailPhone - JS
Julia Smith
Processing Coordinator · Operations
EmailPhone - MV
Matt Villegas
Financial Planner · Finance & Accounting
EmailPhone - ST
Sheila Tedtaotao
Human Resources · Human Resources
EmailPhone
Showing 9 of 11 verified contacts
Top roles at The Lotter Group
11 distinct titles indexed · top 10 shown.
- 1accountant
- 1building manager
- 1database administrator
- 1director
- 1director of recruiting and licensing
- 1financial consultant
- 1financial planner
- 1human resources
- 1human resources manager
- 1processing coordinator
- +1more titles
Sign up to unlock all 11 contacts at The Lotter Group
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