Financial Advisor
Fullertonfinancial
About this role
A Financial Advisor provides expert financial planning and investment advice to individuals and businesses, helping clients achieve their financial goals through tailored strategies. The role involves client assessments, developing financial plans, portfolio management, and building client relationships.
Skills
Qualifications
About Fullertonfinancial
fullertonfp.comFullerton Financial Planning appears to be a financial advisory firm that provides personal financial planning and wealth management services, likely including retirement, investment, and insurance-related planning.
About Fullertonfinancial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Fullertonfinancial.
Salary
$60k – $90k
per year
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