Sterling Wealth Partners
Financial Services
Tustin, California, United States
5 employees
- Employees
- 5
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Sterling Wealth Partners Overview
- Headquarters
- Tustin, California, United States
- Website
- www.sterlingwpartners.com
- Industry
- Financial Services
- Employees
- 5
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Sterling Wealth Partners
http://www.sterlingwpartners.com/commenting-guidelines Sterling Wealth Partners: “A Firm Dedicated to the Highest Quality Advice & Service” Experienced and professional—our team of advisors, in conjunction with licensed tax and legal partners, use a holistic approach to ensure that every aspect of your financial life is addressed. This includes Investment Management, Retirement Income Planning, Social Security Strategy, Risk Management, Tax Strategy, Estate Planning, and Legacy Planning. Our goal is to deliver a Sterling experience from start to finish—to ensure clients get the attention and service they deserve. We are dedicated to our profession and committed to improving and adapting our strategies to optimize the client experience. Serving Southern California and clients across the country. Visit our website at www.sterlingwpartners.com The Financial Professionals of Sterling Wealth Partners are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. 17332 Irvine Blvd, Suite 130, Tustin, CA 92780. 714-592-7705. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Sterling Wealth Partners Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 3
- 100.0% coverage
Sterling Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Susan Green | Relationship Manager and Research Associate | Tustin, California, United States |
Email
Phone
|
| Scot Landborg, Cfp® | CEO - Senior Wealth Advisor at Sterling Wealth Partners. Host of the Retire Eyes Wide Open Podcast | Tustin, California, United States |
Email
Phone
|
| Blake Lawless | System Administrator | Yorba Linda, California, United States |
Email
Phone
|
Employees by Management Level
Executive
1 profile
Director
1 profile
Manager
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| General | 1 | 1 | 1 |
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