Zenith Wealth Partners
Our mission is to deliver objective advice and education that creates financial success for our clients. Our flexible approach is customized for each client and sets us apart from other sources of financial advice. Our work is motivated by pervasive racial wealth injustice. We address this by inspiring action towards wealth and other goals in the communities we serve.
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Verified contacts
12
available on Kipplo
LinkedIn employees
15
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
2
tools in use
Monthly traffic
50
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- HC
Helen Chen
Investment Analyst Intern · Finance & Accounting
EmailPhone - CR
Chelsea Ransom-Cooper
Managing Partner, Director of Financial Planning · Finance & Accounting
EmailPhone - JR
Jason Ray
Chief Executive Officer · Other
EmailPhone
Showing 3 of 12 verified contacts
Top roles at Zenith Wealth Partners
10 distinct titles indexed · top 10 shown.
- 2financial planner
- 2investment analyst intern
- 1associate advisor
- 1associate financial advisor
- 1chief executive officer
- 1financial planning intern
- 1investment advisor
- 1managing partner, director of financial planning
- 1managing partner, strategy & operations director
- 1marketing associate
Sign up to unlock all 12 contacts at Zenith Wealth Partners
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Sign up to reveal 12 verified contacts at Zenith Wealth Partners
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