CorePath Wealth Partners
Financial Services
United States
10 employees
- Employees
- 10
- Contacts
- 4
- Emails
- 4
- Phones
- 1
CorePath Wealth Partners Overview
- Headquarters
- United States
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2019
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About CorePath Wealth Partners
Financial Destination Firm, specializing in Wealth Management, Risk Solutions, Investment Management, Tax and Accounting Resources. CorePath Wealth Partners: The Core of What Matters, and the Path to Get You There CorePath Wealth Partners is a registered investment advisor. CorePath Wealth Partners provides investment advisory and related services for clients nationally. CorePath Wealth Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://corepathwealth.com.
CorePath Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
CorePath Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jacqueline Battista, Cfp®, Cdfa®, Apma®, Mba | COO & Partner at Corepath Wealth Partners | United States |
Email
|
| Mark Bonnett | President of Corepath Wealth Partners, Llc | Scottsdale, Arizona, United States |
Email
Phone
|
| Erick Fernandez | Scottsdale, Arizona, United States |
Email
|
|
| Patrick Mueller | V.p. of Client Administration at Corepath Wealth Partners | Scottsdale, Arizona, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Director
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| Sales | 2 | 2 | 0 |
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