Cedar Wealth Management
Financial Services
Walnut Creek, California, United States
9 employees
- Employees
- 9
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Cedar Wealth Management Overview
- Headquarters
- Walnut Creek, California, United States
- Phone Number
- Available in AeroLeads
- Website
- cedarwealthmgmt.com
- Industry
- Financial Services
- Employees
- 9
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Cedar Wealth Management
As an independent wealth management firm, we strive to deliver sound, objective advice to help our clients achieve their financial goals and have a positive investment experience.
Cedar Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Cedar Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Juan Rodriguez | Financial Professional, President & CEO | Independence, Iowa, United States |
Email
Phone
|
| Chris Smith | Owner of Cedar Creek Wealth Management | Cedarburg, Wisconsin, United States |
Email
|
| Christine Jones, Mba, Cpa | Wealth Adviser at Cedar Wealth | San Francisco Bay Area, United States |
Email
Phone
|
| Vittorio Fratta, Cfa | Director at Cedar Wealth Management | San Francisco, California, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Director
1 profile
Individual contributor
1 profile
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