Ducere Wealth
Financial Services
Newport Beach, California, United States
7 employees
- Employees
- 7
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Ducere Wealth Overview
- Headquarters
- Newport Beach, California, United States
- Website
- ducerewealth.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2025
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Ducere Wealth
At Ducere Wealth, we guide our clients to navigate their unique investment strategies through expert guidance, operational excellence, and innovative, technology-driven solutions. Our vision is to be the leading provider of tech-driven, tax-optimized wealth management services for clients through our advisory support, where every client’s assets, time, and relationships are prioritized. With over 30 years of combined experience, our team is dedicated to guiding you through every financial decision. We leverage our expertise to create tailored strategies that align with your unique goals. Follow us for practical tips, market insights that matter, client stories, and a fresh approach to wealth management rooted in trust and partnership. Your financial journey is personal, and we’re here to walk it with you every step of the way.
Ducere Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Ducere Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Rick Keller, Cfp® | Chairman and Chief Economist @ Ducere | Irvine, California, United States |
Email
Phone
|
| Zane Keller, Cfp® | CEO @ Ducere Wealth Management | Los Angeles Metropolitan Area, United States |
Email
Phone
|
| Paul Shusted | Solutions Architect at Ducere Wealth | Irvine, California, United States |
Email
|
| Silvia Zada | Director of Administration at Ducere | Irvine, California, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Director
1 profile
Individual contributor
1 profile
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