Ymw Advisors
Founded in 2001, YMW Advisors, a fee-only, Registered Investment Advisor and Financial Life Management firm that provides our clients with financial planning and investment advisory services. We are committed to our clients’ overall financial health through our training and practice of behavioral finance and financial psychology. We believe there is nothing more personal than a person’s relationship with money, other than family and personal relationships. We want to help educate people so they have a healthy relationship with money.
7-day free trial · no credit card
Verified contacts
11
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 11 verified contacts at Ymw Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- KA
Kelly Andreala
Director of Operations · Operations
EmailPhone - DR
Dawn Reublin
Vice President Operations · Operations
EmailPhone - BB
Bugra Bakan
Managing Partner · General Business & Management
EmailPhone - CC
Chuck Cattano
Occidental Asset Management, Llc (Occam) · Other
EmailPhone - GJ
Geovanni James
your Mental Wealth Advisors - (Occam) · Other
EmailPhone - NM
Nick Maratta
Managing Partner · General Business & Management
EmailPhone
Showing 6 of 11 verified contacts
Top roles at Ymw Advisors
6 distinct titles indexed · top 6 shown.
- 4managing partner
- 2your mental wealth advisors - (occam)
- 1director of operations
- 1managing principal
- 1occidental asset management, llc (occam)
- 1vice president operations
Sign up to unlock all 11 contacts at Ymw Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 11 verified contacts at Ymw Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.