David Bosak
Director of Client Service and Wealth Advisor at Luma Wealth Advisors
Email:
d****@fairportwealth.com
Phone Number: (***)-***-****
A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of industry experience, I bring strong risk management and trust administration skills to Fairport. Serving in my role as Ad...
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LUMA WEALTH ADVISORS
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Headquarters: 1350 Euclid Ave, Cleveland, Ohio, 44115, United States
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Industry Financial Services
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Website lumawealth.com
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HQ Phone 21********
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Description
Luma Wealth Advisors was founded to meet the unique financial planning needs of women of wealth. Every woman is different and deserving of respectful, personalized guidance. Luma Wealths team...Read More
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Employees 11-50
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Revenue Under 1 Million
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Frequently Asked Questions Regarding David Bosak
Answer: David Bosak works for Luma Wealth Advisors as Director of Client Service and Wealth Advisor
Answer: David Bosak’s role in Luma Wealth Advisors is Director of Client Service and Wealth Advisor
Answer: David Bosak's email address is d***@gmail.com
Answer: David Bosak's business email address is d****@fairportwealth.com
Answer: David Bosak’s direct phone number is (***)-***-****
Answer: David Bosak works in the industry of: Financial Services
Answer: David Bosak is the current Director of Client Service and Wealth Advisor at Luma Wealth Advisors.... Read More
Answer: David Bosak works Luma Wealth Advisors located at 1350 Euclid Ave, Cleveland, Ohio, 44115, United States
Answer: Luma Wealth Advisors's Director of Client Service and Wealth Advisor is David Bosak
Answer: David Bosak contact details:
- Phone number : (***)-***-****
- Email : d****@fairportwealth.com
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