Elevate Financial Information
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Elevate Financial
Summary
Elevate Financial has been in the industry for 12 years. The company currently specializes in the Investment Management area. Its headquarters is located at US. The estimated number of employees - 2. To connect with Elevate Financial employee register on SignalHire.
Organization Website | elevatefin.com |
Industries | |
Headquarters Location | 11900 N La Canada Dr #68613, Oro Valley, AZ, 85737 US |
Employees Size | 1-10 employees |
Specialties | Financial Planning, Investment Management, Workplace Retirement Plans, 401k, 403b, 457, Defined Benefit Plans, Defined Contribution Plans, ETF, Index Investing |
Founded | 2014 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Elevate Financial shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years20% for 3–4 years30% for 5–7 years10% for 8–10 years10% have over 11 years of service at Elevate FinancialEx-employees positions
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Contact top employees from
Elevate Financial
Alex Vasichek
Owner/Financial Advisor
Austin Goodsell
Owner
Sondra Leyes
Director of Operations and Insurance Coordinator
Luis Gallegos
Business Owner
HEIDI RIVERA CASTRO
CEO/ Founder
Michelle Southern
Director and Finance Broker
Kevin Barton
Founder, Managing Principal
Jundi Amir
Managing Partner
Matthew Tangen
Financial Paraplanner
Agung Andika Putra
Managing Partner
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FAQ
Elevate Financial operates in the Portfolio Management industries. More details can be found on the official website: elevatefin.com.
The headquarters of Elevate Financial are located in Oro Valley, United States.
Elevate Financial currently employs 1-10 people.
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