Jeffrey Courtemanche

Jeffrey Courtemanche Email and Phone Number

Co-Founder / Senior Wealth Advisor💰, Portfolio Manager 📂, Retirement Planner 🏝for High-Net-Worth Individuals and Executives @ Conversant Wealth Management
Jeffrey Courtemanche's Location
San Francisco Bay Area, United States
Jeffrey Courtemanche's Contact Details

Jeffrey Courtemanche work email

Jeffrey Courtemanche personal email

Jeffrey Courtemanche phone numbers

About Jeffrey Courtemanche

WHAT I DO:I help clients with their financial goals through a disciplined approach to wealth management utilizing a full range of financial planning and investment management services. MY WHY:To simplify the complicated financial world for people so that they can improve their quality of lives.SERVICES I PROVIDE:📂 Disciplined Portfolio Management📊 Comprehensive Financial Planning🏝 Retirement Planning☂Risk Protection🎓 Financial Education📞 READY TO TALK?Connect with me directly here on LinkedIn.

Jeffrey Courtemanche's Current Company Details
Conversant Wealth Management

Conversant Wealth Management

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Co-Founder / Senior Wealth Advisor💰, Portfolio Manager 📂, Retirement Planner 🏝for High-Net-Worth Individuals and Executives
Jeffrey Courtemanche Work Experience Details
  • Conversant Wealth Management
    Senior Wealth Advisor, Founder
    Conversant Wealth Management 2020 - Present
    Danville, California
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Jeffrey Courtemanche Skills

Portfolio Management Financial Advisory Management Analytical Skills Sales Operations Stocks Cycling Customer Service Financial Analysis Mountain Biking Financial Services Golf Investment Management

Jeffrey Courtemanche Education Details

Frequently Asked Questions about Jeffrey Courtemanche

What company does Jeffrey Courtemanche work for?

Jeffrey Courtemanche works for Conversant Wealth Management

What is Jeffrey Courtemanche's role at the current company?

Jeffrey Courtemanche's current role is Co-Founder / Senior Wealth Advisor💰, Portfolio Manager 📂, Retirement Planner 🏝for High-Net-Worth Individuals and Executives.

What is Jeffrey Courtemanche's email address?

Jeffrey Courtemanche's email address is je****@****ail.com

What is Jeffrey Courtemanche's direct phone number?

Jeffrey Courtemanche's direct phone number is +121223*****

What schools did Jeffrey Courtemanche attend?

Jeffrey Courtemanche attended Saint Mary's College Of California, California State University, Chico.

What skills is Jeffrey Courtemanche known for?

Jeffrey Courtemanche has skills like Portfolio Management, Financial Advisory, Management, Analytical Skills, Sales Operations, Stocks, Cycling, Customer Service, Financial Analysis, Mountain Biking, Financial Services, Golf.

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