Rincon Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1927 Lohmans Crossing Rd Ste 101, Lakewa...

Phone Number

(805) 455-3043

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Rincon Wealth Management

Rincon Wealth Management is an independent financial services firm that specializes in guiding clients through the transition from their working years to retirement. Founded in 2018 by Scott Malone, the firm offers a comprehensive suite of services including retirement income strategies, asset preservation, and wealth management. Their approach focuses on creating personalized financial strategies that align with clients' goals and values, ensuring they can enjoy a fulfilling retirement. Rincon Wealth Management aims to empower individuals to take control of their financial futures through expert advice and tailored planning.Explore more
Rincon Wealth Management's Social MediaPopular SearchesRincon Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Rincon Wealth Management Org Chart

SM
United States flag for contact location.

President & Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rincon Wealth Management

<$5M
1-10
Private
-
2018
SM
Scott MalonePresident & CEO
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2009
RL
Rebecca LunaManager, Office Client Services
<$5M
1-10
Private
-
1962
LD
Laura DavisChief Operating Officer
<$5M
1-10
Private
-
-
AK
Andrea KarkosFinancial Advisor
<$5M
1-10
Private
-
1997
Illustration of an envelope

Rincon Wealth Management Tech Stack

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Frequently Asked Questions Regarding Rincon Wealth Management

What is Rincon Wealth Management's official website?
Rincon Wealth Management's official website is www.rinconwealth.com
What is Rincon Wealth Management's Revenue?
Rincon Wealth Management's revenue is <$5 Million
What is Rincon Wealth Management's SIC code?
Rincon Wealth Management's SIC: 62,628
What is Rincon Wealth Management's NAICS code?
Rincon Wealth Management's NAICS: 52,523
How many employees does Rincon Wealth Management have?
Rincon Wealth Management has 1-10 employees
What industry does Rincon Wealth Management belong to?
Rincon Wealth Management is in the industry of: Finance, Securities Trading
What is Rincon Wealth Management competition?
Rincon Wealth Management top competitors include: Chapman & Cardwell Capital Management, Chronos Wealth Management, Karras, The Institute for Wealth Management
What technology does Rincon Wealth Management use?
Some of the popular technologies that Rincon Wealth Management uses are: WordPress.org, PHP, Adobe Typekit, Google Tag Manager
How do I contact Rincon Wealth Management?
Rincon Wealth Management contact info: Phone number: (805) 455-3043 Website: www.rinconwealth.com
What does Rincon Wealth Management do?

Rincon Wealth Management is an independent financial services firm that specializes in guiding clients through the transition from their working years to retirement. Founded in 2018 by Scott Malone, the firm offers a comprehensive suite of services including retirement income strategies, asset preservation, and wealth management. Their approach foc... uses on creating personalized financial strategies that align with clients' goals and values, ensuring they can enjoy a fulfilling retirement. Rincon Wealth Management aims to empower individuals to take control of their financial futures through expert advice and tailored planning.Read More

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

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