LifeWise Wealth Employee Directory

LifeWise Wealth corporate office is located in 2911 Crossing Ct Ste 102, Champaign, Illinois, 61822, United States and has 1-10 employees.

LifeWise Wealth Global Presence

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North America1-10

Key Employees of LifeWise Wealth

  • JR
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    Jordan Richert

    Chief Financial Officer

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Index of contact profiles from LifeWise Wealth

Hundreds of professionals searching for LifeWise Wealth have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at LifeWise Wealth

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

  1. Insurance Agent - Seni... at Investment Planners

    Worked as Insurance Agent and Senior Service Associate

    at LifeWise Wealth (2019-2024)

    email Jo Zunich Email direct Jo Zunich Direct

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People from Similar Companies in the Finance Industry Located in Illinois, United States

Frequently Asked Questions Regarding LifeWise Wealth Employees

How many employees does LifeWise Wealth have?
LifeWise Wealth has 1-10 employees
Who is the CFO of LifeWise Wealth?
LifeWise Wealth’s CFO is Jordan Richert
Who are LifeWise Wealth key employees?
Some of LifeWise Wealth key employees are Jordan Richert
Where is LifeWise Wealth located?
LifeWise Wealth’s headquarters are located at 2911 Crossing Ct Ste 102, Champaign, Illinois, 61822, United States
How do I contact LifeWise Wealth?
LifeWise Wealth Contact Info: Phone number: (217) 351-8755 Website: www.lifewisewealth.com
What does LifeWise Wealth do?

LifeWise Wealth Advisors is a financial consulting firm dedicated to helping clients achieve their financial goals through tailored advice and expert solutions. The firm emphasizes a client-centric approach, focusing on understanding individual financial needs and objectives to provide clarity and confidence. With a team of experienced professional... s, LifeWise offers a comprehensive planning process that includes initial consultations, information gathering, and ongoing plan reviews. Their services are designed for individuals seeking financial security, independence, and legacy planning.Read More

Is LifeWise Wealth a public company?
LifeWise Wealth is private company therefore does not currently have an official ticker symbol
See more information about LifeWise Wealth Employees

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