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.

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Employees by Department

Departments

Number of employees

Finance

Engineering & Technical

C-Suite

Key Employees of Kinecta Wealth Management

Donna McNeely
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

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

RK
Richard Krohn
Email Direct
Manager, Operations & Business Intelligence
United States , California , Westlake Village

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

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

SP
Sean Patikas-Hunter
Email Direct
Financial Advisor & Wealth Advisor
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

ST
Sean Tompkins
Email Direct
Financial
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.

HM
Howard Martinez
Qualified Plan Special... at Prosperitas Financial
Worked as Qualified Retirement Plan Specialist
at Kinecta Wealth Management (2015-2024)
Email Direct
WM
Wynston Mackie
Financial Advisor at Equitable
Worked as Financial Advisor
at Kinecta Wealth Management (2021-2024)
Email 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