Westpark Financial
We believe that true financial security goes beyond numbers; it’s about creating a life of fulfillment, purpose, and resilience. Through our collaborative and comprehensive financial planning process, we partner with our clients to craft personalized strategies that address their unique aspirations and challenges. At WestPark Financial, we are more than advisors; we are partners in your journey toward a secure and prosperous future. Think of us as your financial concierge, the team equipped to address all your questions and concerns. Using well-constructed investment portfolios backed by extensive industry research, our team delivers the level of confidence that every client deserves. Our team also has access to multiple investment management platforms suited for clients actively accumulating assets for retirement, as well as high-net-worth individuals.
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Verified contacts
15
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- SL
Sara Laughton
Director of Insurance Operations · Operations
EmailPhone - AT
Alina Thompson
Advanced Financial Planning Director · Finance & Accounting
EmailPhone - DH
Dee Hurd
Director of Operations · Operations
EmailPhone - JK
Joshua Krutoy
Partner & Wealth Management Advisor · Sales & Business Development
EmailPhone - DP
David Pearl-Schwartz
Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - DR
David Ross
Associate Private Wealth Advisor · Finance & Accounting
EmailPhone - KB
Kelly Boswell
Customer Service Specialist · Customer/Client Service
EmailPhone - KK
Kirsten Kleeb
Insurance Operations Associate · Operations
EmailPhone - RD
Ryan Dunn
Investment Operations Associate · Operations
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Westpark Financial
10 distinct titles indexed · top 10 shown.
- 2associate private wealth advisor
- 2customer service specialist
- 2director of insurance operations
- 1advanced financial planning director
- 1associate wealth management advisor
- 1director of operations
- 1insurance operations associate
- 1intern, financial representative assistant
- 1investment operations associate
- 1partner & wealth management advisor
Sign up to unlock all 15 contacts at Westpark Financial
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