OneLife
Company

OneLife

Financial Services Ca 44 employees
Employees
44
Contacts
3
Emails
3

OneLife Overview

Headquarters
Ca
Industry
Financial Services
Employees
44
Funding
9,193
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About OneLife

OneLife is solutions oriented in every respect. Through diverse areas of specialization, our professionals utilize their knowledge and experience in wealth accumulation, tax minimization and wealth transfer strategies to provide effective solutions to the issues uncovered throughout the planning process. The OneLife team specializes in tax-effective solutions for business owners, professionals and retirees, particularly in investment, retirement income and wealth transfer planning. For our disclosure information, please visit: https://onelifewealth.com/

OneLife Contact Details

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

OneLife Org Chart

Sample employees and titles
Name Title Contact
Daniel Sonkodi Cfp Mfa Certified Financial Planner/ Master Financial Advisor at Onelife Wealth Management Inc.
View
Joan Farrell Client Relations Associate at Onelife Wealth Management Inc.
Email
Mark Humphreys New Business Associate at Onelife Wealth Management Inc.
Email
Chris Valentine Master Financial Advisor at Onelife Wealth Management Inc
Email

Employees by Management Level

Individual contributor 2 profiles
Associate / junior 2 profiles

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