Transcend Wealth Partners
We simplify complex information and thoughtfully manage ongoing financial responsibilities empowering you to manage your wealth with ease. Our turn-key private family office solution does not have a conflict of providing investment advisory services. This is what makes us truly unique in the family office industry. Transcend Wealth Partners is a women-owned business dedicated to adding value in people's lives and with the courage to be creative, authentic, reliable and truthful. Our professional team has over 60 years of combined experience in strategic wealth planning, financial operations, trust administration, tax compliance, life management and client relations.
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Verified contacts
8
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
15
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- CC
Cynthia Calderon
Co-founder CEO · General Business & Management
EmailPhone - GB
Gina Bell
Client Services · Other
EmailPhone - AG
April Gutierrez
Client Service Associate · Customer/Client Service
EmailPhone - MK
Michael Kruse
Wealth Planning Associate · Finance & Accounting
EmailPhone - TA
Taleeya Ackerly
Investment Services Assistant · Finance & Accounting
EmailPhone - JF
Justine Farley
Investment Services & IT Manager · Other
EmailPhone - NH
Nicolette Hardinger
, & · Other
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Transcend Wealth Partners
7 distinct titles indexed · top 7 shown.
- 1, &
- 1client service associate
- 1client services
- 1co-founder ceo
- 1investment services & it manager
- 1investment services assistant
- 1wealth planning associate
Sign up to unlock all 8 contacts at Transcend Wealth Partners
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Sign up to reveal 8 verified contacts at Transcend Wealth Partners
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