Financial Planner
Antolinoassociates
About this role
A Financial Planner based in Columbus, OH, responsible for developing comprehensive financial plans for clients, including retirement, investment, estate, tax, and insurance strategies. The role involves collaborating with a team to service high-net-worth clients and enhance client satisfaction through strategic advice.
Skills
About Antolinoassociates
antolino.comAntolino & Associates, Inc. is a wealth management firm that provides complete wealth planning and investment management services to individuals, families, business owners, and associations. They deliver personalized financial planning, portfolio construction, and ongoing investment oversight to help clients pursue retirement, legacy, and business-succession goals. The firm focuses on coordinated, tax-aware strategies and ongoing advice to preserve and grow client assets across investments, retirement, estate, and business needs.
About Antolinoassociates
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
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View leadership team, funding history,
and employee contacts for Antolinoassociates.
Salary
$58k – $78k
per year