Salient Wealth Planning Group Employee Directory

Salient Wealth Planning Group corporate office is located in 1230 Rosecrans Ave Ste 350, Manhattan Beach, California, 90266, United States and has 11-50 employees.

salient wealth planning group

salient wealth planning group inc

garrick peters

wealthq

salientwpg.com

Employees by Department

Departments

Number of employees

Finance

C-Suite

Medical & Health

Salient Wealth Planning Group CEO

John SchlatterFounder & Chief Executive Officer

Phone

See Profile

Key Employees of Salient Wealth Planning Group

BM
Bob Miera
Practice Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Salient Wealth Planning Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Salient Wealth Planning Group

Hundreds of professionals searching for Salient Wealth Planning Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JS
John Schlatter
Email Direct
Founder & Chief Executive Officer
United States , California , Manhattan Beach

BM
Bob Miera
Email Direct
Practice Manager
United States , California , Manhattan Beach

GP
Garrick Peters
Email Direct
Financial Professional
United States , California , Manhattan Beach

AH
Alec Hoag
Email Direct
Wealth Planner
United States , California , Manhattan Beach

Former Employees at Salient Wealth Planning Group

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

FL
Franklin Lee
Senior Associate at Cerity Partners
Worked as Investment Analyst
at Salient Wealth Planning Group (2022-2023)
Email Direct
NM
Nadya Mets
Vice President, Resear... at Morton Wealth
Worked as Senior Portfolio Manager
at Salient Wealth Planning Group (2021-2022)
Email Direct
TA
Travis Aldridge
Vice President at NewEdge Wealth
Worked as Senior Investment Analyst
at Salient Wealth Planning Group (2018-2020)
Email Direct

Explore More

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Frequently Asked Questions Regarding Salient Wealth Planning Group Employees

How many employees does Salient Wealth Planning Group have?

Salient Wealth Planning Group has 11-50 employees

Who is the CEO of Salient Wealth Planning Group?

Salient Wealth Planning Group’s CEO is John Schlatter

Who are Salient Wealth Planning Group key employees?

Some of Salient Wealth Planning Group key employees are Bob Miera

Where is Salient Wealth Planning Group located?

Salient Wealth Planning Group’s headquarters are located at 1230 Rosecrans Ave Ste 350, Manhattan Beach, California, 90266, United States

How do I contact Salient Wealth Planning Group?

Salient Wealth Planning Group Contact Info: Phone number: (310) 531-1021 Website: www.salientwpg.com

What does Salient Wealth Planning Group do?

Salient Wealth Planning Group helps people make smart money choices. Located in Manhattan Beach, they work with families and individuals to build strong financial plans. Their team provides personalized advice on retirement, investments, and long-term wealth management. They listen carefully to each client's goals and create custom strategies to he... lp them succeed.Read More

Is Salient Wealth Planning Group a public company?

Salient Wealth Planning Group is private company therefore does not currently have an official ticker symbol

See more information about Salient Wealth Planning Group Employees