Crestview Capital Management
Crestview Capital Management

Crestview Capital Management Management Team

Contact top employees from Crestview Capital Management

Summary

Crestview Capital Management is a privately held company that has been in the industry for 8 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 7. To connect with Crestview Capital Management employee register on SignalHire.

Organization Website

crestviewcm.com

Phone Number

8058710040

Industries

Headquarters Location

515 Marin St, Thousand Oaks, California, 91360 US

Employees Size

1-10 employees

Specialties

Financial Planning, Investment Management, Retirement Planning, College Planning, Insurance Services, Generational Wealth Transferring, 401k Management, Alternative Investments

Founded

2018

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at Crestview Capital Management shows a diverse range of experience levels:
10% for 1–2 years20% for 3–4 years30% for 5–7 years40% for 8–10 years
Contact top employees from Crestview Capital Management
Alec Zari
Vice President, Wealth Advisor
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Tom McCann
Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional
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Trent Sadler
Wealth Advisor
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Parker Dubreuil
Wealth Advisor
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Kelly McCann
Wealth Advisor
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FAQ

Crestview Capital Management operates in the Finance, Portfolio Management industries. More details can be found on the official website: crestviewcm.com.
The headquarters of Crestview Capital Management are located in Thousand Oaks, United States.
You can contact Crestview Capital Management by phone at 8058710040.
Crestview Capital Management currently employs 1-10 people.

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