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Tom Cfp®

Partner, Financial Advisor at Vantage Wealth Management

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Mission StatementI strive to empower my clients to make better financial decisions and to become a financial services resource for the community.What I Do for My Clients I believe in a co...

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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

Mitone Griffiths

General Manager, Chief Compliance Officer

Christina Munguia

Director of Financial Planning

Kelly Sullivan

Administrative Assistant

David Fernelius

Managing Partner, Financial Advisor

Paula Aquino

Client Services Specialist

Tom Cfp®

Partner, Financial Advisor

Frequently Asked Questions Regarding Tom Cfp®

Answer: Tom Cfp® works for Vantage Wealth Management as Partner, Financial Advisor

Answer: Tom Cfp®’s role in Vantage Wealth Management is Partner, Financial Advisor

Answer: Tom Cfp®'s email address is t***@gmail.com

Answer: Tom Cfp®'s business email address is t****@vantagewealthmgmt.com

Answer: Tom Cfp®’s direct phone number is (***)-***-****

Answer: Tom Cfp® works in the industry of: Financial Services

Answer: Tom Cfp® is the current Partner, Financial Advisor at Vantage Wealth Management.... Read More

Answer: Tom Cfp® works Vantage Wealth Management located at 66 Bovet Rd Ste 310, San Mateo, California, 94402, United States

Answer: Vantage Wealth Management's Partner, Financial Advisor is Tom Cfp®

Answer: Tom Cfp® contact details:

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

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