Seek First
Financial ServicesView the employees at
Seek First-
Alexa Pia Gultia Administrative Assistant at Seek First
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Caloocan City, National Capital Region, Philippines
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Rising Star
Trystan Cleaver Head of Operations Seek First Inc-
San Diego, California, United States
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Rising Star
Scott Pearring CEO at Seek First Inc-
San Francisco Bay Area
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Rising Star
Keith Thiemann Administrative Manager-
Top 10%
Overview
Seek First is a family office that coordinate all the financial affairs for a small community of clients. We provide comprehensive financial planning: Our team manage investments, plans & file taxes, coordinates insurances, update estate planning to get their entire financial house in order. Our team’s focus is to offer a customized and strategic approach to each client, building long-term relationships with the highest level of service. We are not about just delivering financially but helping them live their Ideal Life! Each day there is fun, excitement and challenge. We attract incredibly talented people who have a heart to serve. We have a “High trust” culture where we are free to act autonomously yet with a high degree of collaboration and teamwork
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