Illumination Wealth Management Employee Directory

Illumination Wealth Management corporate office is located in 4320 La Jolla Village Dr Ste 210, San Diego, California, 92122, United States and has 11-50 employees.

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Illumination Wealth Management Global Presence

Location	People at location
North America	11-50
Asia	1-10

Key Employees of Illumination Wealth Management

BG
Barbara Greenb...
Senior Manager, Private Client Accounting Services
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Index of contact profiles from Illumination Wealth Management

Hundreds of professionals searching for Illumination Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

HZ
Hannah Zander
Email Direct
Bookkeeper
United States , California , San Diego

MR
Matthew Rinkey
Email Direct
Founder & Financial Life Chief & Officer
United States , California , San Diego

SJ
Steinar Jewett
Email Direct
Financial Senior Associate & Planner
United States , California , San Diego

NS
Nicole Storto
Email Direct
Client Service Associate
United States , California , San Diego

BG
Barbara Greenberg
Email Direct
Senior Manager, Private Client Accounting Services
United States , California , San Diego

CT
Christopher Tritt
Email Direct
Financial Planner
United States , California , San Diego

PJ
Penny Jones
Email Direct
Financial Associate & Planner
United States , California , San Diego

Former Employees at Illumination Wealth Management

Explore people who held key positions, contributed to Illumination Wealth Management's success, and advanced their careers.

Fernando Coppel

Licensed Real Estate P... at Compass

Worked as Finance Administrator & Client Service Concier...

at Illumination Wealth Management (2020-2021)

Direct

Jenna Rodrigues

Manager, Tax & Financi... at Saltbox Financial

Worked as Financial Senior Associate & Planner

at Illumination Wealth Management (2023-2024)

Direct

Sean Meyeres

Financial Planner at Q3 Advisors

Worked as Lead Advisor

at Illumination Wealth Management (2024-2025)

Direct

Mask Content

Senior Financial Advis... at CAPTRUST

Worked as Financial Associate & Planner

at Illumination Wealth Management (2018-2020)

Direct

Mask Content

Systems & Process Coor... at ILG Private Wealth

Worked as Director, Client Service

at Illumination Wealth Management (2016-2019)

Direct

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Frequently Asked Questions Regarding Illumination Wealth Management Employees

How many employees does Illumination Wealth Management have?

Illumination Wealth Management has 11-50 employees

Who are Illumination Wealth Management key employees?

Some of Illumination Wealth Management key employees are Barbara Greenberg

Where is Illumination Wealth Management located?

Illumination Wealth Management’s headquarters are located at 4320 La Jolla Village Dr Ste 210, San Diego, California, 92122, United States

How do I contact Illumination Wealth Management?

Illumination Wealth Management Contact Info: Phone number: (858) 246-6855 Website: www.illuminationwealth.com

What does Illumination Wealth Management do?

Illumination Wealth Management offers personalized one-on-one financial planning services aimed at guiding clients through their financial journeys. They cater to entrepreneurial investors, real estate investors, executives, and retirees, providing unbiased advice without commissions or hidden fees. The company focuses on aligning clients' business... Read More

Is Illumination Wealth Management a public company?

Illumination Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Illumination Wealth Management Employees