Ian Filippini
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1165 Coast Village Rd Ste L, Montecito, ...Phone Number
(805) 969-6200Website
www.iaian.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Ian Filippini
Filippini Wealth Management, Inc. is a financial services firm based in Montecito, California, focused on estate planning, taxation, insurance, and real estate. The firm, led by Ian Filippini, aims to provide value to clients, particularly retirees and pre-retirees, by understanding their goals and implementing effective financial strategies. Ian Filippini, an experienced financial consultant, shares insights through various articles on topics related to wealth management. While the company offers financial advice, it is not a law firm and encourages clients to seek legal counsel for estate planning.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Ian Filippini
<$5M
1-10
Private
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N/A
Company Profile Activity
Activity Insights
Ian Filippini is experiencing very low activity levels compared to other companies in the Finance sector.
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Ian Filippini is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ian Filippini.
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Filippini Wealth Management, Inc. is a financial services firm based in Montecito, California, focused on estate planning, taxation, insurance, and real estate. The firm, led by Ian Filippini, aims to provide value to clients, particularly retirees and pre-retirees, by understanding their goals and implementing effective financial strategies. Ian F... Read More
