Vantage Wealth Management, Llc
Vantage Wealth Management, LLC, an independent financial management firm, oversees the financial affairs for a select group of San Francisco Bay Area clients with offices in San Mateo and San Jose, CA. Vantage Wealth Management, LLC is registered as an investment advisor with the SEC.
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Verified contacts
12
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
111
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- DV
David Val Fernelius
Managing Partner, Financial Advisor · Finance & Accounting
EmailPhone - JD
John D. Lee
Managing Partner, Financial Advisor · Finance & Accounting
EmailPhone - MM
Mitone M. Griffiths
Financial Advisor · Finance & Accounting
EmailPhone - XM
Xavier Maldonado Gil
Certified Financial Planner(Tm) President · Finance & Accounting
EmailPhone
Showing 4 of 12 verified contacts
Top roles at Vantage Wealth Management, Llc
9 distinct titles indexed · top 9 shown.
- 2managing partner, financial advisor
- 2partner, financial advisor
- 1certified financial planner(tm) president
- 1client services specialist
- 1director of financial planning
- 1director of operations
- 1financial advisor
- 1managing partner
- 1retirement planner
Sign up to unlock all 12 contacts at Vantage Wealth Management, Llc
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Sign up to reveal 12 verified contacts at Vantage Wealth Management, Llc
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