JC
James Cordle
Operations Manager at Steelpeak Wealth
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Work Experience
Oct 2012 - Present · 12 years and 3 months
Operations Manager
Oct 2012 - Present · 12 years and 3 months
Director Of Trading Operations
Oct 2012 - Present · 12 years and 3 months
Company Details
11-50 Employees
SteelPeak Wealth is an independent wealth management firm that helps individuals and families achieve their financial aspirations. We build wealth for every life stage, transforming complexity into clarity using a disciplined, proprietary process with a proven track record of success serving as fiduciaries. SteelPeak Wealth takes a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. With dexterity and enthusiasm, SteelPeak Wealth develops bespoke wealth management programs to transform financial dreams into financial plans within reach.
Year Founded
2012
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
21650 Oxnard Street Suite 2300 Woodland Hills, CA 91367, US
Keywords
Wealth ManagementRetirementDisabilityInsuranceRisk ManagementCash flow analysisCharitable GivingCollege FundingFinancial PlanningTrust and Estate Planning
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