WIN-TEAM
WIN-TEAM

WIN-TEAM Information

Contact top employees from WIN-TEAM

Summary

WIN-TEAM is a Tax & Financial Service Firm creating a diverse range of financial solutions fitted to individual needs. The driving ambition of WIN-TEAM is to create a Unique Ability firm and design Un...Show more

Organization Website

win-team.org

Social Links

linkedIn

Phone Number

949-336-7300

Industries

Headquarters Location

560 Wald, Irvine, CA, 92618 US

Employees Size

1-10 employees

Specialties

Assist in tax planning/tax preparation, Custom and Personalized Reports on Investment Holdings, Evaluation of Risk Tolerance, Strategic Investment Planning, Financial Advocacy, Estate Planning, Wealth Preservation

Employees Turnover 4 quarter 2025

Length of Employment
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Employee tenure at WIN-TEAM shows a diverse range of experience levels:
15% for 8–10 years85% have over 11 years of service at WIN-TEAM
Contact top employees from WIN-TEAM
Abiba Wynn
Program Director
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David Crist
CERTIFIED FINANCIAL PLANNER™ Professional
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FAQ

WIN-TEAM operates in the Finance industries. More details can be found on the official website: win-team.org.
The headquarters of WIN-TEAM are located in Irvine, United States.
You can contact WIN-TEAM by phone at 949-336-7300.
WIN-TEAM currently employs 1-10 people.
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