Company

Cognitive Wealth Management

Financial Services 15060 Ventura Blvd. 6 employees

Employees: 6
Contacts: 3
Emails: 3

www.cognitivewealthmgmt.com LinkedIn

Cognitive Wealth Management Overview

Headquarters: 15060 Ventura Blvd.
Website: www.cognitivewealthmgmt.com
Industry: Financial Services
Employees: 6
Founded: 2019
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Sherman Oaks

About Cognitive Wealth Management

We are experienced advisors who strive to help our clients make educated financial decisions by simplifying the complex and building trusted relationships over the long-term. We emphasize strategy over product, combining both technology with humanity by listening to our clients' needs, and creating a comprehensive plan to pursue their objectives through our tailored recommendations.

Cognitive Wealth Management Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage

Cognitive Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Justin Buddy Arce, Cfp, Ricp	Vice President, Wealth Advisor	Rancho Cucamonga, California, United States	Email
Francesco Setola, Awma®, Cpfa®	Wealth Advisor at Cognitive Wealth	Los Angeles Metropolitan Area, United States	Email
Tori Samuel, Crpc®, Cfp®	President, Wealth Advisor at Cognitive	Los Angeles Metropolitan Area, United States	Email