Evensky & Katz / Foldes Wealth Management

Evensky & Katz / Foldes Wealth Management

Financial Services United States 50 employees
Employees
50
Contacts
3
Emails
3
Phones
1

Evensky & Katz / Foldes Wealth Management Overview

Headquarters
United States
Website
ek-ff.com
Industry
Financial Services
Employees
50
Founded
1985
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Evensky & Katz / Foldes Wealth Management

Evensky & Katz / Foldes Wealth Management is a nationally respected wealth management firm with over 35 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused educated financial advice.

Evensky & Katz / Foldes Wealth Management Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Evensky & Katz / Foldes Wealth Management Org Chart

Sample employees and titles
Name Title Contact
John Salter Wealth Manager, Principal, Evensky
Email
David Evensky
View
Mena Bielow-Mcafee Chief Financial Officer & Chief
Email Phone
David L. Garcia, Cpa, Cfp, Adpa Wealth Manager, Certified Financial
Email

Employees by Management Level

Executive 4 profiles
Director 4 profiles
Individual contributor 4 profiles
Manager 2 profiles
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 1
Executive 3 3 1
Finance 1 1 0

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