Emuna Wealth Management
Company

Emuna Wealth Management

Financial Services 1702 E Highland Ave 3 employees
Employees
3
Contacts
2
Emails
2

Emuna Wealth Management Overview

Headquarters
1702 E Highland Ave
Industry
Financial Services
Employees
3
Founded
2022
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Emuna Wealth Management

Emuna Wealth Management is committed to providing holistic financial strategies to clients combined with a unique client experience. Our team approach allows us to integrate our complimentary strengths and enhance the client experience with different perspectives. We value collaboration and innovation, which drive us forward to give a purpose to each dollar of our clients within their unique strategy. With over 30 years of combined experience, we take pride in thinking outside the box to create solutions that meet the needs of our clients rather than trying to sell a product or service. We are independent financial advisors, which means we are not tied to any products or services, so we never try to sell anything - we thoroughly examine each client's unique financial situation, goals, risk, and needs to create a customized strategy, then we use the best available products to meet their needs. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Emuna Wealth Management - Cetera Investors 1702 E Highland Ave, Suite 204 Phoenix, AZ 85016

Emuna Wealth Management Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage

Emuna Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Montse Terepocki Financial Advisor at Cetera Investors
Email
Jennifer Koenig Cpfa®, Wealth Manager, Investment
Email

Compare Similar Companies to Emuna Wealth Management