Evensky & Katz / Foldes Wealth Management Overview
- Headquarters
- United States
- Website
- ek-ff.com
- Industry
- Financial Services
- Employees
- 50
- Founded
- 1985
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| John Salter | Wealth Manager, Principal, Evensky | Lubbock, Texas, United States |
Email
|
| David Evensky | Miami, Florida, United States |
View
|
|
| Mena Bielow-Mcafee | Chief Financial Officer & Chief | Miami, Florida, United States |
Email
Phone
|
| David L. Garcia, Cpa, Cfp, Adpa | Wealth Manager, Certified Financial | Miami, Florida, United States |
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 | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Executive | 3 | 3 | 1 |
| Finance | 1 | 1 | 0 |
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