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© All Rights Reserved. ApplyBlast.com
Keystone CPAs
Keystone Wealth Advisors is seeking a client-focused Wealth Advisor to deliver comprehensive financial planning, investment management, and risk management services. The role involves building long-term client relationships, collaborating with CPAs and business brokers, and contributing to the firm's growth through business development efforts. This position offers mentorship and a partner-track opportunity within an integrated professional services platform.
Turn Key Solutions. Keystone CPAs LLC provides quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from
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 Keystone CPAs.
44% below the average for this role