Wealth Advisor
Current
Jan 2019 - Present
AeroLeads people directory · profile
Francesco Setola, Awma®, Cpfa® Email & Phone Number
Wealth Advisor at Cognitive Wealth Management
at
Cognitive Wealth Management
1 work email found
@waddell.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor at Cognitive Wealth Management
Location
Los Angeles Metropolitan Area, United States
Who is Francesco Setola, Awma®, Cpfa®? Overview
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Quick answer
Francesco Setola, Awma®, Cpfa® is listed as Wealth Advisor at Cognitive Wealth Management at Cognitive Wealth Management, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at waddell.com and a matched LinkedIn profile for Francesco Setola, Awma®, Cpfa®.
Francesco Setola, Awma®, Cpfa® previously worked as Wealth Advisor at Cognitive Wealth Management and Financial Advisor at The Prudential Insurance Company of America at Prudential Financial. Francesco Setola, Awma®, Cpfa® holds Bachelor Of Economics, Econometrics And Quantitative Economics from San Diego State University.
Company email context
Email format at Cognitive Wealth Management
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*@waddell.com
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AeroLeads found 1 current-domain work email signal for Francesco Setola, Awma®, Cpfa®. Compare company email patterns before reaching out.
Profile bio
About Francesco Setola, Awma®, Cpfa®
I work hand-in-hand with my clients to develop a tailored financial plan to address their unique needs and strive to optimize their future financial status.Born and raised in Thousand Oaks, I moved to the San Diego area and attended San Diego State University. I'm close with my big Italian family so I moved closer home to start my career. In my free time, I enjoy traveling with friends and family, living an active lifestyle such as playing basketball and going snowboarding, as well as enjoying the simple things in life.My career is both challenging and rewarding as I get the opportunity to meet with individuals, families and businesses to help them pursue their most important financial goals. One thing I have learned in this ever-changing industry is that no two clients and their financial needs are ever exactly the same. I have worked with many different clients, with different goals and backgrounds, and I take pride in making sure that the plan we create together is unique and allows for flexibility to adapt to changing needs over time.Please feel free to reach out to me with any questions. I can be reached at (805) 657-2604 or francesco.setola@lpl.comLicenses: Series 6, 7, 63, 65 held through LPL Financial and CA, WA, AZ, & NV Life & Health insurance license.Francesco Setola is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current workplace
Francesco Setola, Awma®, Cpfa®'s current company
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3 roles
Francesco Setola, Awma®, Cpfa® work experience
A career timeline built from the work history available for this profile.
Financial Advisor At The Prudential Insurance Company Of America
• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
Feb 2018 - Jan 2019
Financial Services Representative
Sep 2013 - Feb 2018
1 education record
Francesco Setola, Awma®, Cpfa® education
FAQ
Frequently asked questions about Francesco Setola, Awma®, Cpfa®
Quick answers generated from the profile data available on this page.
What company does Francesco Setola, Awma®, Cpfa® work for?
Francesco Setola, Awma®, Cpfa® works for Cognitive Wealth Management.
What is Francesco Setola, Awma®, Cpfa®'s role at Cognitive Wealth Management?
Francesco Setola, Awma®, Cpfa® is listed as Wealth Advisor at Cognitive Wealth Management at Cognitive Wealth Management.
What is Francesco Setola, Awma®, Cpfa®'s email address?
AeroLeads has found 1 work email signal at @waddell.com for Francesco Setola, Awma®, Cpfa® at Cognitive Wealth Management.
Where is Francesco Setola, Awma®, Cpfa® based?
Francesco Setola, Awma®, Cpfa® is based in Los Angeles Metropolitan Area, United States while working with Cognitive Wealth Management.
What companies has Francesco Setola, Awma®, Cpfa® worked for?
Francesco Setola, Awma®, Cpfa® has worked for Cognitive Wealth Management, Prudential Financial, and Cetera Financial Group.
How can I contact Francesco Setola, Awma®, Cpfa®?
You can use AeroLeads to view verified contact signals for Francesco Setola, Awma®, Cpfa® at Cognitive Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Francesco Setola, Awma®, Cpfa® attend?
Francesco Setola, Awma®, Cpfa® holds Bachelor Of Economics, Econometrics And Quantitative Economics from San Diego State University.
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