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Kelly Sullivan

Administrative Assistant at Vantage Wealth Management

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VANTAGE WEALTH MANAGEMENT

VANTAGE WEALTH MANAGEMENT

  • description Description
    Vantage Wealth Management, LLC, an independent financial management firm, oversees the financial affairs for a select group of San Francisco Bay Area clients with offices in San Mateo and San...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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Vantage Wealth Management Org Chart and Mapping

Employees

Christina Munguia

Director of Financial Planning

David Fernelius

Managing Partner, Financial Advisor

Kelly Sullivan

Administrative Assistant

Cfp® John D. Lee

Managing Partner, Financial Advisor

Mitone Griffiths

General Manager, Chief Compliance Officer

Paula Aquino

Client Services Specialist

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  • Phone number  :  (***)-***-****
  • Email  :  k****@vantagewealthmgmt.com

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