Polaris Wealth Advisers, LLC

Polaris Wealth Advisers, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Polaris Wealth Advisers, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Polaris Wealth Advisers, LLC Salaries. You can even request information on how much does Polaris Wealth Advisers, LLC pay if you want to. Learn about salaries, pros and cons of working for Polaris Wealth Advisers, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

15 Polaris Wealth Advisers, LLC employees in database. Find out everything there's to know about Polaris Wealth Advisers, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Polaris Wealth Advisers, LLC Employees

Employee
Years
Job
Industry
Heather Shah Heather Shah San Francisco, California Details
Heather Shah's Polaris Wealth Advisers, LLC Experience May 2012 - October 2013
Job Client Service Associate at Vista Wealth Management, LLC
Industry Financial Services
Experience
Vista Wealth Management  November 2013 - Present
Polaris Wealth Advisers, LLC   May 2012 - October 2013
Carion Doty CPA LLP   August 2011 - July 2012
Atherton Lane Advisers LLC  December 2010 - July 2011
Morgan Stanley Smith Barney  September 2009 - December 2009

Skills
Quickbooks, UltraTax, FIN Accounting Systems, Excel, Microsoft Word, Microsoft, Thompson Rueters..., Outlook, Time Management, SalesForce.com, Outstanding Customer..., Communication Skills, Access, Personal Tax, Corporate Tax, Investment Strategies, Investment Management, Organizational Skills

Education
California State University-Stanislaus   2006 — 2010
Bachelor's of Science, Business Administration

Meridith Hutchens Meridith Hutchens Houston, Texas Area Details
Meridith Hutchens's Polaris Wealth Advisers, LLC Experience November 2013 - Present
Job Partner, Polaris Wealth Advisers, LLC
Industry Investment Management
Experience
Polaris Wealth Advisers, LLC   November 2013 - Present
Crossroads Advisory Group, Inc.   2009 - 2013
Merrill Lynch  2005 - 2008
AIG  2003 - 2005
The Hartford  2001 - 2003
Genworth Financial  1999 - 2001
Huntington National Bank  1998 - 2001
First Chicago Bank & Trust  1996 - 1998
RBC Wealth Management  1992 - 1996

Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Wealth, Retirement Planning, Asset Management

Education
Tulane University   1989 — 1992

Highland Park High School   1984 — 1988

Jennifer Henzi Jennifer Henzi San Francisco Bay Area Details
Jennifer Henzi's Polaris Wealth Advisers, LLC Experience August 2012 - July 2013
Job Professional Services Manager at Buck Institute for Education
Industry Education Management
Experience
Buck Institute for Education  January 2015 - Present
Buck Institute for Education  July 2013 - Present
Polaris Wealth Advisers, LLC   August 2012 - July 2013
Galileo Learning  January 2009 - August 2012
Marin Primary and Middle School  August 2007 - June 2012
Shady Hill School  August 2006 - June 2007
Yal-Day-New Daycare Center, Inc.   January 2006 - August 2006
The Peggy Guggenheim Collection  March 2005 - August 2005

Skills
Leadership, Curriculum Design, Team Building, Staff Development, Community Outreach, Fundraising, Nonprofits, Teaching, Program Management, Event Planning, Public Speaking, Customer Service, Financial Planning, Organization, Social Media, Marketing, Research, Curriculum Development, Teacher Training, Training, Instructional Design, Strategic Financial..., Tutoring, Salesforce.com, Workshop Facilitation

Education
Lesley University   2006 — 2007
Master of Education (M.Ed.), Elementary Education

Middlebury College   2001 — 2005
Bachelor of Arts (B.A.), Psychology, Education, Art History

Jeremy Witbeck, CFA, CFP®, MBA Jeremy Witbeck, CFA, CFP®, MBA Orange County, California Area Details
Jeremy Witbeck, CFA, CFP®, MBA's Polaris Wealth Advisers, LLC Experience March 2014 - Present
Job Director at Polaris Wealth Advisers, LLC
Industry Investment Management
Experience
Polaris Wealth Advisers, LLC   March 2014 - Present
California Lutheran University  October 2008 - Present
Gould Asset Management  October 2012 - February 2014
Farmers Insurance  March 2010 - October 2012
Sempra Energy  June 2006 - March 2010

Skills
Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Investments, Fixed Income, Derivatives, Covered Calls, Financial Planning, Financial Analysis, Financial Modeling, Strategic Financial...

Education
California Lutheran University   2007 — 2008
MBA, Financial Planning

University of Arizona, Eller College of Management
Bachelor of Science, Accounting

Angela Crescenzo Angela Crescenzo San Francisco, California Details
Angela Crescenzo's Polaris Wealth Advisers, LLC Experience June 2006 - Present
Job Chief Compliance Officer at Polaris Wealth Advisers, LLC
Industry Financial Services
Experience
Polaris Wealth Advisers, LLC   June 2006 - Present

Skills
Compliance, Operations Management, Human Resources

Education
San Francisco State University
Master of Arts (M.A.), East Asian History

San Francisco State University   1988 — 1992
Bachelor of Arts (B.A.), History

Eduardo Salvo Eduardo Salvo San Francisco Bay Area Details
Eduardo Salvo's Polaris Wealth Advisers, LLC Experience October 2013 - Present
Job Financial Analyst at Polaris Wealth Advisers, LLC
Industry Investment Management
Experience
Polaris Wealth Advisers, LLC   October 2013 - Present
Polaris Wealth Advisers, LLC   February 2012 - October 2013
Polaris Wealth Advisers, LLC   August 2011 - December 2011
Fundación Ayuda en Acción   July 2010 - August 2010
Carestream Health - Kodak Dental Systems   June 2009 - August 2009

Skills
401k, Equities, Wealth Management, Investment Strategies, ETFs, Securities, Personal Financial..., Portfolio Management, Asset Allocation

Education
University of California, Berkeley   2011 — 2012
Post Graduate Certificate, Finance and Business Administration

Warsaw School of Economics   2010 — 2010
Bachelor's Degree in Business Administration, International Degree in Business Administration & Management

Wilfrid Laurier University   2010 — 2010
Bachelor's Degree, International Degree in Business Administration & Management

Universidad de Navarra / University of Navarra   2006 — 2010
Bachelor's Degree, International Degree in Business Administration & Management

Lacey Cobb, CFP® Lacey Cobb, CFP® San Francisco Bay Area Details
Lacey Cobb, CFP®'s Polaris Wealth Advisers, LLC Experience August 2012 - Present
Job Head of Trading
Industry Financial Services
Experience
Polaris Wealth Advisers, LLC   August 2012 - Present
Polaris Equity Management   January 2010 - August 2012
State Street  October 2008 - December 2009

Skills
Portfolio Management, Fixed Income, Asset Managment, Investments, Strategic Financial..., Securities, Investment Strategies, Derivatives, Risk Management, Equities, Alternative Investments, Mutual Funds, Financial Services, Bonds, Wealth Management, Trading, Financial Advisory, Finance, Hedge Funds

Education
University of California, Davis   2004 — 2008
BA, Economics

2015 Level II Candidate in the CFA Program

Anthony Lugo Anthony Lugo San Francisco Bay Area Details
Anthony Lugo's Polaris Wealth Advisers, LLC Experience January 2014 - Present
Job Paraplanner at Polaris Wealth Advisers, LLC
Industry Financial Services
Experience
Polaris Wealth Advisers, LLC   January 2014 - Present
Spectrum Wealth Partners  July 2013 - September 2013
Morgan Stanley Wealth Management  March 2013 - April 2013
Infinity Financial Services  May 2012 - December 2012
H&M  September 2011 - December 2012

Skills
Finance, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Analysis, Team Leadership, Leadership

Education
San Diego State University-California State University   2011 — 2012
Bachelor of Science (BS), Financial Services

Las Positas College

Jeff Powell Jeff Powell San Francisco Bay Area Details
Jeff Powell's Polaris Wealth Advisers, LLC Experience September 2012 - Present
Job Managing Partner at Polaris Wealth Advisers, LLC
Industry Investment Management
Experience
Polaris Wealth Advisers, LLC   September 2012 - Present
Polaris Equity Management, Inc.   July 1998 - Present
Merrill Lynch  June 1995 - June 1998

Skills
Wealth Management, Portfolio Management, Investment Strategies, Macro-economic trends, Financial Services, Estate Planning, Investment Management, Financial Advisory, Strategic Financial..., Investments, Wealth Management..., Alternative Investments, Asset Managment, Investment Advisory, Asset Allocation, Bonds, Series 63, Mutual Funds, Equities, ETFs, Fixed Income

Education
University of Oregon   1986 — 1990
BS, Finance

Darren Kalb, CFP® Darren Kalb, CFP® San Francisco Bay Area Details
Darren Kalb, CFP®'s Polaris Wealth Advisers, LLC Experience February 2015 - Present
Job Director of Wealth Management at Polaris Wealth Advisers, LLC
Industry Financial Services
Experience
Polaris Wealth Advisers, LLC   February 2015 - Present
Polaris Wealth Advisers, LLC   February 2014 - February 2015
NPB Financial Group LLC   July 2012 - February 2014
Ameriprise Financial Services, Inc.   August 2008 - June 2012
Ameriprise Financial Services, Inc.   June 2008 - August 2008
A.G. Edwards & Sons, Inc.   April 2006 - October 2006

Education
San Diego State University-California State University
Bachelor of Science, Business Administration (Financial Services)

San Ramon Valley High

Chris Eagles-Smith, CFP® Chris Eagles-Smith, CFP® San Francisco, California Details
Chris Eagles-Smith, CFP®'s Polaris Wealth Advisers, LLC Experience 2013 - 2015
Job Wealth Advisor at Destination Wealth Management
Industry Financial Services
Experience
Destination Wealth Management  2015 - Present
Polaris Wealth Advisers, LLC   2013 - 2015
Brouwer & Janachowski  2010 - 2013
Brouwer & Janachowski  2008 - 2010

Skills
Financial Planning, Investments, Portfolio Management, Asset Management, Investment Strategies, Financial Analysis, Equities, Excel, Research, Analysis, Retirement Planning, Mutual Funds, Investment Advisory, Securities, Asset Allocation

Education
University of California, Berkeley   2011 — 2014
Professional Sequence in Personal Financial Planning

University of California, Irvine   2001 — 2006
BA

Università di Bologna   2003 — 2004

Judy Kempf Judy Kempf Larkspur, California Details
Judy Kempf's Polaris Wealth Advisers, LLC Experience February 2015 - June 2015
Job Experienced Executive Administrative Assistant
Industry Financial Services
Experience
Polaris Wealth Advisers, LLC   February 2015 - June 2015
Versant Ventures  September 2014 - February 2015
Mission Mortgage of Texas, Inc.   May 2012 - June 2014
DHI Mortgage  August 2011 - May 2012
Lombard Investments   1991 - 2004

Skills
Executive..., Administrative..., Mortgage Loan Processing, Loan Origination, High Organizational..., Time Management, Multi Tasking, Residential Mortgages, VA loans, USDA, Loans, Credit, Mortgage Banking, Credit Analysis, Refinance, FHA, Consumer Lending, Credit Risk, Mortgage Lending

Education
Southern Illinois University, Carbondale   1979 — 1983
Bachelor of Science (B.S.)

Southern Illinois University, Carbondale
Bachelor of Science