Company

Shorelight Wealth Group

Financial Services 4250 Executive Square 13 employees

Employees: 13
Contacts: 2
Emails: 2
Phones: 1

www.shorelightwealthgroup.com LinkedIn

Shorelight Wealth Group Overview

Headquarters: 4250 Executive Square
Website: www.shorelightwealthgroup.com
Industry: Financial Services
Employees: 13
Founded: 1999
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Managing Retirement Plans 403(b) Not-for-profit employers Healthcare Workers Government Employees Educators 401(k) Saving for Retirement Investment Planning Financial Planning 401(a) Financial Education

About Shorelight Wealth Group

At Shorelight Wealth Group (formerly associated with Lincoln Financial Advisors), we specialize in supporting healthcare workers, government employees, educators, not-for-profit workers, firefighters, and other community-minded heroes prepare for retirement. You take care of your community, and our mission is to make sure your are taken care of in turn. Please see website for disclosures.

Shorelight Wealth Group Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Shorelight Wealth Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Zackery Bertrand, Cfp, Mspfp	Financial Planner at Shorelight Wealth Group	San Diego, California, United States	Email
Tania Dumitru	Planner Assistant at Shorelight Wealth Group		View
Ryan Walls, Se-Awma™	Financial Planner at Shorelight Wealth Group	San Diego, California, United States	Email Phone