Enri Santee
AeroLeads people directory · profile

Enri Santee Email & Phone Number

Independent Financial Planning Advisor at PORTFOLIO MEDICS, LLC
Location: San Diego, California, United States 3 work roles 3 schools
1 work email found @trilogyfs.com 4 phones found area 907 and 619 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email e****@trilogyfs.com
Direct phone (907) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Independent Financial Planning Advisor
Location
San Diego, California, United States

Who is Enri Santee? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Enri Santee is listed as Independent Financial Planning Advisor at PORTFOLIO MEDICS, LLC, based in San Diego, California, United States. AeroLeads shows a work email signal at trilogyfs.com, phone signal with area code 907, 619, and a matched LinkedIn profile for Enri Santee.

Enri Santee previously worked as Operating Engineer at Local 12 and Ask Enri - Your Personal Investment Advisor at Ask Enri - Your Personal Advisor. Enri Santee holds Bachelor Of Business Administration - Bba, Human Resources Management/Personnel Administration, General from San Diego State University-California State University.

Company email context

Email format at PORTFOLIO MEDICS, LLC

This section adds company-level context without repeating Enri Santee's masked contact details.

{first}.{last}@trilogyfs.com
86% confidence

AeroLeads found 1 current-domain work email signal for Enri Santee. Compare company email patterns before reaching out.

Profile bio

About Enri Santee

Why Ask Enri ?My clients are regular hardworking people who want an advisor they can trust to guide them through life’s financial decisions and stages. They want easy-to-understand advice that gets them where they want to go. In a sea of gurus, personalities, salespeople, and conflicting information from the financial service industry, many find it difficult to find unbiased guidance specific to their situation. This causes unnecessary confusion and fear which leads to poor decisions and delays in taking meaningful action. My philosophy is too focus on the desires of my clients and not the products we use to get there. My financial planning process is designed to get clients working towards their dreams by skipping the dog and pony show and high pressure sales tactics. When you hire a contractor to build the house, they focus on where you want the lights, windows, sinks and doors, not which tools they will use to build the structure. Through clear language, education, and specific advice, we figure out what you're looking for in life then we use the appropriate tools to layout an easy to understand road map and get you moving along the path. Lets build that future together.Pick a time in your busy schedule to Ask Enri today. https://calendly.com/askenri

Listed skills include Direct Sales, Event Management, Systems Analysis, Physical Security, and 19 others.

Current workplace

Enri Santee's current company

Company context helps verify the profile and gives searchers a useful next step.

PORTFOLIO MEDICS, LLC
Portfolio Medics, Llc
Independent Financial Planning Advisor
AeroLeads page
3 roles

Enri Santee work experience

A career timeline built from the work history available for this profile.

Operating Engineer

Current
Local 12
Jan 2023 - Present

Ask Enri - Your Personal Investment Advisor

Current
Ask Enri - Your Personal Advisor

Personal Financial Advisor

Jan 2022 - Present
3 education records

Enri Santee education

Education record

San Diego School Of Creative And Performing Arts
FAQ

Frequently asked questions about Enri Santee

Quick answers generated from the profile data available on this page.

What company does Enri Santee work for?

Enri Santee works for PORTFOLIO MEDICS, LLC.

What is Enri Santee's role at PORTFOLIO MEDICS, LLC?

Enri Santee is listed as Independent Financial Planning Advisor at PORTFOLIO MEDICS, LLC.

What is Enri Santee's email address?

AeroLeads has found 1 work email signal at @trilogyfs.com for Enri Santee at PORTFOLIO MEDICS, LLC.

What is Enri Santee's phone number?

AeroLeads has found 4 phone signal(s) with area code 907, 619 for Enri Santee at PORTFOLIO MEDICS, LLC.

Where is Enri Santee based?

Enri Santee is based in San Diego, California, United States while working with PORTFOLIO MEDICS, LLC.

What companies has Enri Santee worked for?

Enri Santee has worked for Local 12, Ask Enri - Your Personal Advisor, and Portfolio Medics, Llc.

How can I contact Enri Santee?

You can use AeroLeads to view verified contact signals for Enri Santee at PORTFOLIO MEDICS, LLC, including work email, phone, and LinkedIn data when available.

What schools did Enri Santee attend?

Enri Santee holds Bachelor Of Business Administration - Bba, Human Resources Management/Personnel Administration, General from San Diego State University-California State University.

What skills is Enri Santee known for?

Enri Santee is listed with skills including Direct Sales, Event Management, Systems Analysis, Physical Security, Artist Management, Hospitality Management, Healthcare Management, and Public Speaking.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.