Alexis Simonson
Financial Wellness Advocate at Abundo Wealth
Based in United States
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Seniority
Staff
Department
Customer/Client Service
Location
United States
Industry
Financial Services
Company size
13
Contact information
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a•••••••@abundowealth.com
Phone
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Background
About Alexis Simonson
We believe that everyone should have access to financial planning, and are working hard to bridge access gaps in the industry! We love working with financial advisors, planners, and coaches to provide financial advice to all clients. We welcome referrals for clients that do not meet investment minimums or may not otherwise be a good fit. Building relationships since 2019 🤝
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