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© All Rights Reserved. ApplyBlast.com
Antolino & Associates, Inc.
A Lead Financial Advisor at Antolino & Associates is responsible for developing personalized financial plans and managing client relationships, including servicing new and existing clients and collaborating with team members on strategic initiatives. The role emphasizes client service, financial analysis, and relationship building in a supportive team environment.
Antolino & 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Antolino & Associates, Inc..
Antolino & Associates, Inc. didn’t post a salary, so this is our estimate from similar listings.
24% above the average for this role
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