Willow Creek Wealth Management

Q: What is Willow Creek Wealth Management's company size?

Willow creek wealth management has 11 - 50 people working.

Investment Management

Specialities :

Financial planning

Investments

Retirement planning

Charitable giving

And tax planning

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Providing independent wealth management services for individuals, families, and businesses since 1984. Learn more at willowcreekwealth.com

Contact Information

Sebastopol , California , United States

willowcreekwealth.com

Willow Creek Wealth Management Org Chart

Employees

Total Employees:
19

Top Contacts:
3

C-Level 1	VP - Level1
Director-	Manager1
Others17

Employees Working At Willow Creek Wealth Management

Kelly Noonan

Chief Operating Officer

Beverly Hanson

Director of Operations

Griffin Sheehy

Portfolio Manager

Maddie Ellingson

Client Service Support Associate

Lori Cronin

Client Services Associate

Willow Creek Wealth Management Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@willowcreekwealth.com
<first>@	John@willowcreekwealth.com

Buyer Intent

Pain Points	Locations	Technologies
Build & Release	Sebastopol, CA	communication, integrity, financial, scheduling, windows, collaboration, voice, continuous improvement, operations, k
Content Writing	Sonoma County, CA	communication, integrity, talent acquisition, financial, collaboration, operations, k
Digital Transformation	Sebastopol, CA	communication, integrity, financial, scheduling, windows, collaboration, voice, continuous improvement, operations, k
Digital Transformation	Sonoma County, CA	communication, integrity, talent acquisition, financial, collaboration, operations, k
Microsoft Technologies	Sebastopol, CA	communication, integrity, financial, scheduling, windows, collaboration, voice, continuous improvement, operations, k

Trigger

Tech Stack Used By Willow Creek Wealth Management

A quick view of products employed by Willow Creek Wealth Management

Visit

Portal

Amazon connect

Zoom

List of technologies used by Willow Creek Wealth Management

Operations

Financial

Communication

Talent acquisition

Collaboration

Languages Used By Willow Creek Wealth Management

OS Used By Willow Creek Wealth Management

Integrity

Jobs at Willow Creek Wealth Management

Hiring 2024-10-20 14:46:28

Director of Advisory Services

Sonoma County, CA

About the jobAre you ready to lead a team of dynamic advisors in shaping the financial futures of...

Hiring 2024-11-06 03:35:20

Office Manager

Sebastopol, CA

Join Our Team as an Office Manager at Willow Creek Wealth Management!Are you a detail-oriented, o...

Frequently Asked Questions About Willow Creek Wealth Management

What does Willow creek wealth management do?+

Providing independent wealth management services for individuals, families, and businesses since 1984. Learn more at willowcreekwealth.com

What are Willow creek wealth management's specialties? +

Financial planning,investments,retirement planning,charitable giving,and tax planning

What is Willow creek wealth management's industry? +

Willow creek wealth management operates in the Investment management industry.

What is Willow creek wealth management's revenue? +

Willow creek wealth management's revenue is 11m - 100m

What is Willow creek wealth management's company size? +

Willow creek wealth management has 11 - 50 employees.

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