Third Eye Associates, Ltd
Third Eye Associates provides Financial Life Planning, Financial Transition Planning, and Wealth Management strategies to help clients realize their greatest asset - a rewarding life. We are a fee-only registered investment advisory firm. Our goal is to help you clarify your vision, reconnect with your dreams, and use the resulting energy and motivated purpose to create both greater financial security and emotional fulfillment.
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Verified contacts
6
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
52
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- RA
Rob Alonso
Financial Consultant, Operations Manager, Investment Advisor Representative · Other
EmailPhone - EP
Eva Pelaccio Ross
Client Relations, Marketing Manager · Other
EmailPhone - JS
Jill Schum
Client Service Manager & Marketing Associate · Other
EmailPhone - JM
Jennifer McKinley
Managing Director, Financial Transitionist, Registered Life Planner in Training · Other
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Third Eye Associates, Ltd
4 distinct titles indexed · top 4 shown.
- 2managing director, financial transitionist, registered life planner in training
- 1client relations, marketing manager
- 1client service manager & marketing associate
- 1financial consultant, operations manager, investment advisor representative
Sign up to unlock all 6 contacts at Third Eye Associates, Ltd
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