Frehner Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

300 Spectrum Center Dr Ste 1135, Irvine,...

Phone Number

(949) 630-0301

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
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1

About Frehner Wealth Management

Frehner Wealth Management offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax strategies. The firm focuses on providing personalized service to individuals and families, helping them navigate their unique financial challenges and long-term goals. With a team of experienced professionals, they emphasize trust, honesty, and integrity in their client relationships. Their intended clients include individuals preparing for retirement and those looking to build and protect their wealth.Explore more
Frehner Wealth Management's Social MediaPopular SearchesFrehner Wealth ManagementLynn Frehner & AssociatesFrehner AssociatesFrehner Financial & Insurance ServicesFrehner WealthSIC Code 62,628NAICS Code 52,523Show more

Frehner Wealth Management Org Chart

PhoneEmail
KK
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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Frehner Wealth Management

<$5M
1-10
Private
-
2002
KK
Kim KazeckClient Relationship Manager
<$5M
11-50
Private
-
2014
VH
Valerie HarrisonInvestment Executive
<$5M
1-10
Private
-
1983
TZ
Tom ZwaagDirector, Strategic Operations
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
<$5M
1-10
Private
-
-
FJ
Faye JordanSenior Advisor & Portfolio Specialist & Financial Consultant
<$5M
1-10
Private
-
1999
JG
Jennifer GazallClient Service Associate
<$5M
1-10
Private
-
2020
FD
Farah DaigleClient Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Frehner Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Frehner Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Frehner Wealth Management.

Frehner Wealth Management Tech Stack

A closer look at the technologies used by Frehner Wealth Management

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Frequently Asked Questions Regarding Frehner Wealth Management

What is Frehner Wealth Management's official website?
Frehner Wealth Management's official website is www.frehnerwealth.com
What is Frehner Wealth Management's Revenue?
Frehner Wealth Management's revenue is <$5 Million
What is Frehner Wealth Management's SIC code?
Frehner Wealth Management's SIC: 62,628
What is Frehner Wealth Management's NAICS code?
Frehner Wealth Management's NAICS: 52,523
How many employees does Frehner Wealth Management have?
Frehner Wealth Management has 1-10 employees
What industry does Frehner Wealth Management belong to?
Frehner Wealth Management is in the industry of: Finance, Securities Trading
What is Frehner Wealth Management competition?
Frehner Wealth Management top competitors include: Carrier Wealth Management, Gazall Investment, Teton Wealth Management, Vander Zwaag Financial
What technology does Frehner Wealth Management use?
Some of the popular technologies that Frehner Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Frehner Wealth Management?
Frehner Wealth Management contact info: Phone number: (949) 630-0301 Website: www.frehnerwealth.com
What does Frehner Wealth Management do?

Frehner Wealth Management offers a range of financial services including retirement planning, investment management, estate planning, insurance, and tax strategies. The firm focuses on providing personalized service to individuals and families, helping them navigate their unique financial challenges and long-term goals. With a team of experienced p... rofessionals, they emphasize trust, honesty, and integrity in their client relationships. Their intended clients include individuals preparing for retirement and those looking to build and protect their wealth.Read More

What are Frehner Wealth Management social media links?
Frehner Wealth Management Linkedin page
Is Frehner Wealth Management a public company?
Frehner Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Frehner Wealth Management

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