Kinecta Wealth Management Employee Directory

Kinecta Wealth Management corporate office is located in 973 S Westlake Blvd Ste 200, Westlake Village, California, 91361, United States and has 11-50 employees.

kinecta wealth management

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Employees by Department

Departments

Number of employees

Operations

Finance

Sales

C-Suite

Key Employees of Kinecta Wealth Management

Donna McNeely
President
PhoneEmail
PhoneEmail
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PhoneEmail
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Kinecta Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Kinecta Wealth Management

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

Contact Name

Contact Info

Job Title

HQ Location

Donna McNeely
Email Direct
President
United States , California , Westlake Village

ST
Sean Tompkins
Email Direct
Financial
United States , California , Westlake Village

RL
Rita Labeta
Email Direct
Financial Advisor
United States , California , Westlake Village

SP
Sean Patikas-Hunter
Email Direct
Financial Advisor & Wealth Advisor
United States , California , Westlake Village

AA
Austin Arata
Email Direct
LPL Financial Consultant
United States , California , Westlake Village

JF
Justin Fleming
Email Direct
Financial Advisor
United States , California , Westlake Village

SH
Sami Harper
Email Direct
Financial Advisor
United States , California , Westlake Village

SS
Simone Smith
Email Direct
Financial Advisor
United States , California , Westlake Village

Former Employees at Kinecta Wealth Management

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

Sean Patikas-Hunter

Financial Advisor at Ameriprise Financial

Worked as Financial Advisor & Wealth Advisor

at Kinecta Wealth Management (2001-2026)

Direct

Sean Tompkins

Financial Advisor at Ameriprise Financial

Worked as Lpl Financial Advisor

at Kinecta Wealth Management (2020-2024)

Direct

Austin Arata

Financial Advisor at Ameriprise Financial

Worked as LPL Financial Consultant

at Kinecta Wealth Management (2015-2026)

Direct

Mask Content

Qualified Plan Special... at Prosperitas Financial

Worked as Qualified Retirement Plan Specialist

at Kinecta Wealth Management (2015-2024)

Direct

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Financial Advisor at Equitable

Worked as Financial Advisor

at Kinecta Wealth Management (2021-2024)

Direct

Mask Content

Financial Consultant at Ameriprise Financial

Worked as LPL Financial Consultant

at Kinecta Wealth Management

Direct

Explore More

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Frequently Asked Questions Regarding Kinecta Wealth Management Employees

How many employees does Kinecta Wealth Management have?

Kinecta Wealth Management has 11-50 employees

Who are Kinecta Wealth Management key employees?

Some of Kinecta Wealth Management key employees are Donna McNeely

Where is Kinecta Wealth Management located?

Kinecta Wealth Management’s headquarters are located at 973 S Westlake Blvd Ste 200, Westlake Village, California, 91361, United States

How do I contact Kinecta Wealth Management?

Kinecta Wealth Management Contact Info: Phone number: (714) 255-9615 Website: www.kinectawealth.org

What does Kinecta Wealth Management do?

Kinecta Wealth Management Advisors specializes in creating customized financial strategies aimed at growing and preserving wealth for their clients. They offer a range of services including financial planning, asset management, retirement planning, legacy planning, and business planning. Their target clients include individuals seeking personalized... Read More

Is Kinecta Wealth Management a public company?

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

See more information about Kinecta Wealth Management Employees