Antolino & Associates, Inc.
A Lead Financial Advisor at Antolino & Associates provides personalized financial planning, investment structuring, and client relationship management. The role involves developing strategies for existing and new clients, collaborating with a team, and supporting high net worth clients, with opportunities for career growth.
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
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Antolino & Associates, Inc. didn’t post a salary, so this is our estimate from similar listings.