Avalan Wealth
Financial Services
233 E. Carrillo St.
15 employees
- Employees
- 15
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Avalan Wealth Overview
- Headquarters
- 233 E. Carrillo St.
- Phone Number
- Available in AeroLeads
- Website
- avalanwealth.com
- Industry
- Financial Services
- Employees
- 15
- Founded
- 2011
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Avalan Wealth
Avalan is a comprehensive wealth management firm that works closely with clients and utilizes a consultative approach to financial, business, investment and personal planning needs. Through our defined wealth management process, we provide counseling for a limited number of high-net-worth individuals, closely held corporations, trusts and pensions. Our goal is to enter into long-term, mutually-beneficial relationships, which we develop to not only be lifelong, but multigenerational as well. Therefore, we engage in new relationships only after we determine that our services add substantial value in assisting our clients achieve their goals and all that is important to them. In every aspect of our work we provide an uncompromising commitment to administer world-class client service while striving to accomplish each of our clients’ highly individualized wealth management needs.
Avalan Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Avalan Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Elizabeth Saghi, Cfp | Wealth Management Advisor at Avalan Llc | Santa Barbara, California, United States |
Email
Phone
|
| Maria A. Martinez | Chief of Staff at Avalan | Santa Barbara County, California, United States |
Email
Phone
|
| Alexander Fleming | Director of Business Development | Los Olivos, California, United States |
Email
|
| Rich Schuette | Santa Barbara, California, United States |
Email
|
Employees by Management Level
Director
3 profiles
Executive
2 profiles
Manager
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 2 |
| General | 1 | 1 | 0 |
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