Varsity Wealth
Varsity Wealth is a collective of Advisors who believe in a values-based, life-centered approach to financial planning, which allows people to live meaningful lives full of clarity and peace. We serve you, our client, first as a human being with hopes, dreams and desires. We are a fee-only financial advisory firm and fiduciaries for our clients. That means we are legally and morally required to act and give advice in the best interest of our clients. We specialize in holistic planning, coordinating: investment management, tax planning, retirement planning and financial planning.
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- RL
Richard Lyons
Financial Planning · Finance & Accounting
EmailPhone - RR
Ryan Rhoto
Financial Advisor · Finance & Accounting
EmailPhone
Showing 2 of 7 verified contacts
Top roles at Varsity Wealth
6 distinct titles indexed · top 6 shown.
- 1director of client relations
- 1financial advisor
- 1financial planning
- 1portfolio manager
- 1wealth coach
- 1wealth management advisor
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