Potentia Wealth Management Team
Contact top employees from
Potentia Wealth
Summary
Potentia Wealth is a privately held company that has been in the industry for 18 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 11. To connect with Potentia Wealth employee register on SignalHire.
| Potentia Wealth Website | potentiawealth.com |
| Phone Number | 408 288-7886 |
| Industries | |
| Potentia Wealth Headquarters address | 1226 Lincoln Ave, Ste 200, San Jose, CA, 95125 US |
| Employees Size | 10-50 employees |
| Specialties | Investment Strategies, Retirement Planning, Financial Planning |
| Founded | 2008 |
Workforce Turnover
Corporate Tenure Analytics
Potentia Wealth Workforce Experience Insights
10% have been with the company for less than 1 year20% for 1–2 years10% for 3–4 years20% for 5–7 years10% for 8–10 years30% have over 11 years of service at Potentia WealthContact top employees from
Potentia Wealth
Todd Barney
Partner/ President Wealth Management
Shannon
Potentia Wealth
Austin Cua
Private Wealth Advisor
Nabil Boulett
Client Relationship Manager
Sarah Maloney
Operations Manager
Chris Meade
Private Wealth Advisor
Kevin Swanson
Chief Executive Officer
Sandy Swanson
Partner/Business Development
Adam Roberts
Private Wealth Advisor
Austin Hardy
Investment Administrator
Companies Similar to Potentia Wealth
Potentia Wealth Corporate Information: FAQ
Potentia Wealth operates in the Finance industries. More details can be found on the official website: potentiawealth.com.
The headquarters of Potentia Wealth are located in San Jose, United States.
You can contact Potentia Wealth by phone at 408 288-7886.
Potentia Wealth currently employs 10-50 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
