Universal Wealth
Universal Wealth is lead by Andre L. Pennington, an Inc. CEO and Forbes Finance Council member, and one of the nation's foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealth's innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andre's thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
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Verified contacts
83
available on Kipplo
LinkedIn employees
153
1001 to 5000 range
Open roles
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no listings
Distinct roles
40
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
83 contacts with verified email or phone · masked until revealed.
- AV
Arturo Villanueva
License Representative · Sales & Business Development
EmailPhone - CD
Courtney Delgiudice
Financial Services Professional · Finance & Accounting
EmailPhone - MG
Michael Groves
Cre Professional · Other
EmailPhone - JB
Jayson Bove
Co-founder & Chief Distribution Officer · Other
EmailPhone - JV
Jesus Villalobos
Chief Strategy Officer (CSO) · General Business & Management
EmailPhone - BB
Ben Ball
Financial Services Advisor · Finance & Accounting
EmailPhone - DV
Danny Vasquez
Senior Financial Professional · Finance & Accounting
EmailPhone - LC
Leann Coakley
Senior Financial Advisor · Finance & Accounting
EmailPhone - RD
Richard Delarosa
Senior Financial Professional · Finance & Accounting
EmailPhone
Showing 9 of 83 verified contacts
Top roles at Universal Wealth
40 distinct titles indexed · top 10 shown.
- 12financial professional
- 4associate
- 3financial services associate
- 3financial services professional
- 3licensed financial professional
- 3senior financial professional
- 2chief growth officer
- 2financial educator
- 2financial professional at universal wealth
- 2financial services advisor
- +30more titles
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