Highline Wealth Partners Logo

Highline Wealth Partners

Locations: 15260 Ventura Blvd. Suite 855 Sherman Oaks, CA 91403, US

Company Size: 1 - 100

Industry: Financial Services

Company Website

AI Description

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  • Hugh Meyer, MBA profile image

    Wealth Strategist & Investment Advisor with 20+ yrs exp |Demystifying retirement for 9-5 professionals | Featured in Yahoo Finance, Investment News Hotlist 2023, Wealth Management.com

  • Millu Ramirez, CFP® profile image

    Goals-Based Wealth Advisor | Retirement Portfolio Management | Socially Responsible Investment | Transitional Life Events Specialist

  • Andy Chong, CFA, CEPA profile image

    The Entrepreneur's Advisor I Wealth Planning Innovator l Business Retirement Plan Strategist

  • Lisa Sternberg profile image

    Chief Operating Officer at Highline Wealth Partners

  • Aaron Morris, AIF® profile image

    Business Tax Strategist and Executive Benefits Specialist

  • David Fitzgerald profile image

    Director at Charlesworth & Rugg, Inc.

  • Richard Barnett, CFA, CIMA, CAIA profile image

    Chief Investment Officer, Highline Wealth Partners

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