Wfa San Diego
We help people grow and preserve wealth by customizing financial strategies to help people live their dream lives. WFA San Diego is celebrating 35 years of making positive financial choices for clients always placing their interests first. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. It is never too early to start planning for your financial success.
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Verified contacts
9
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
31
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DW
David White
Sr Financial Advisor · Finance & Accounting
EmailPhone - BS
Becki Sutton
Senior Portfolio Manager Senior Wealth Advisor · Finance & Accounting
EmailPhone - AW
Annette Wilder
Client Services Manager · Customer/Client Service
EmailPhone - AW
Annette Wilder
Client Services Manager · Customer/Client Service
EmailPhone - JO
Julianna Oliveira
Administrative Assistant · Operations
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Wfa San Diego
7 distinct titles indexed · top 7 shown.
- 2client services manager
- 1administrative assistant
- 1cfp
- 1hiring manager
- 1managing director
- 1senior portfolio manager senior wealth advisor
- 1sr financial advisor
Sign up to unlock all 9 contacts at Wfa San Diego
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Wfa San Diego
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