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Martin Shteynman

Wealth Management Estate Planning & Insurance Associate at Legacy Capital Group California

  • LinkedIn

Email Email: m****@lcgca.com

phone noPhone Number: (***)-***-****

Graduate of the University of Southern California with degrees in Economics. I work with registered investment advisors to streamline clients estate planning needs and guide them in the r...

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LEGACY CAPITAL GROUP CALIFORNIA

LEGACY CAPITAL GROUP CALIFORNIA

  • description Description
    Legacy Capital Group California is a wealth advisory firm in Los Gatos, CA, specializing in planning (investment, tax*, estate, retirement), insurance and risk management, and charitable gift...

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  • Employees count Employees 11-50
  • Revenue Revenue 500 Million to 1 Billion
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Legacy Capital Group California Org Chart and Mapping

Employees

Jeremy Au

Wealth Management Financial Services Associate

Amanda Baker

Financial Services Lead

Julian Scoglio

Wealth Management Plan Design Associate

Maureen Perez

Front Desk Receptionist

Frequently Asked Questions Regarding Martin Shteynman

Answer: Martin Shteynman works for Legacy Capital Group California as Wealth Management Estate Planning & Insurance Associate

Answer: Martin Shteynman’s role in Legacy Capital Group California is Wealth Management Estate Planning & Insurance Associate

Answer: Martin Shteynman's email address is m***@gmail.com

Answer: Martin Shteynman's business email address is m****@lcgca.com

Answer: Martin Shteynman’s direct phone number is (***)-***-****

Answer: Martin Shteynman works in the industry of: Financial Services

Answer: Martin Shteynman is the current Wealth Management Estate Planning & Insurance Associate at Legacy Capital Group California.... Read More

Answer: Martin Shteynman works Legacy Capital Group California located at 459 Monterey Ave, Los Gatos, California, 95030, United States

Answer: Legacy Capital Group California's Wealth Management Estate Planning & Insurance Associate is Martin Shteynman

Answer: Martin Shteynman contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@lcgca.com

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