Wade Dokken
San Francisco, CA (USA)
Role(s):
Founder/Owner/Principal
WealthVest
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Startup
Location:
San Francisco
Industry:
Finance
Year Founded:
2009
Number Employees:
10-50 people
Business Stage:
Growth (profitable)
Entity Type:
Not Incorporated
Description:
At WealthVest we strive to make the best financial advisors even better by helping them achieve greater success for themselves and deliver increased value for their clients. We offer high-quality fixed and indexed annuities, and both field and phone support with exceptional customer service.
What makes us unique – and our advisors successful – is our intense focus on creating a culture for networking, sharing, coaching and learning. We continuously engage with and develop our team of advisors, providing them access to the best carriers, products, resources and services available.