Verified email-pattern data for Cognitive Wealth Management is currently limited. You can still use the company insights and contact sections below.
We are experienced advisors who strive to help our clients make educated financial decisions by simplifying the complex and building trusted relationships over the long-term. We emphasize strategy over product, combining both technology with humanity by listening to our clients' needs, and creating a comprehensive plan to pursue their objectives through our tailored recommendations.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 15060 Ventura Blvd.,
- Industry
- Financial Services
- Keywords
- Sherman Oaks.
- HQ
- Sherman Oaks, CA
Cognitive Wealth Management Questions
Cognitive Wealth Management's website is https://www.cognitivewealthmgmt.com/
Cognitive Wealth Management's LinkedIn profile is https://www.linkedin.com/company/cognitive-wealth
Cognitive Wealth Management has
6 employees.
View email and phone details for 6
employees at Cognitive Wealth Management.
Cognitive Wealth Management's industry is
Financial Services
Cognitive Wealth Management's top competitors are
Jg Wealth Management,
Stoneriver Wealth Management,
Prxy Co.,
Clairmont Capital Group,
Media Wealth,
Bicoastal Wealth Management,
Win Wealth Solutions,
Secura Financial Planning & Wealth Management,
Wealth Management,
Waypoint Intercultural, Llc.
Cognitive Wealth Management's categories are Financial Services
Cognitive Wealth Management's founding year is 2019
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Kurt W Mac Millan, CPA, CPFA®
Wealth Advisor At Cognitive Wealth…
Los Angeles, California, United States, United States1lpl.com -
Justin Buddy Arce, CFP, RICP
Vice President, Wealth Advisor -…
Rancho Cucamonga, California, United States, United States2firstinvestors.com, nwfadvisory.com -
Francesco Setola, AWMA®, CPFA®
Wealth Advisor At Cognitive Wealth…
Los Angeles Metropolitan Area, United States1waddell.com -
Tori Samuel, CRPC®, CFP®
President, Wealth Advisor At Cognitive…
Los Angeles Metropolitan Area, United States, United States4msn.com, wradvisors.com, firstinvestors.com, waddell.com
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