Canoga Wealth Management LLC Employee Directory

Q: How many employees does Canoga Wealth Management LLC have currently?

Canoga Wealth Management LLC has approximately 2 employees.

Financial ServicesUnited States2-10 Employees

For more than 20 years, Canoga Wealth Management, LLC has helped clients grow and protect their wealth.

Canoga Wealth is partnered with LPL Financial, the nation’s largest independent broker-dealer, and a leading independent consultant to retirement plans. We leverage the intellectual capital of LPL’s extensive Research Department to help our clients attain their financial goals.
As time passes and your life unfolds your needs and priorities may change. We adjust your wealth management plan accordingly. Through it all we offer attentive service and personal counsel.


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.

Find Canoga Wealth Management LLC employees' phone numbers or email addresses

Canoga Wealth Management LLC Global Highlights

North America
6

United States Of America
6

Canoga Wealth Management LLC's Leadership

J. R.
Financial Planner And Founder
Mobile Phone
Email
M. R.
Wealth Management Internship
Mobile Phone
Email
B. A.
Certified Financial Planner
Mobile Phone
Email
C. J.
Investment Advisor Representative
Mobile Phone
Email
D. P.
Mobile Phone
Email

Contact profiles from Canoga Wealth Management LLC

Name

Title

Contact Info

Location

Last Update

J. R.
Financial Planner And Founder
Mobile Phone
Email
United StatesConnecticut
Aug 01, 2023
M. R.
Wealth Management Internship
Mobile Phone
Email
United StatesConnecticut
Sep 05, 2025
B. A.
Certified Financial Planner
Mobile Phone
Email
Oct 16, 2024
C. J.
Investment Advisor Representative
Mobile Phone
Email
United StatesConnecticut
Feb 02, 2024
D. P.
Mobile Phone
Email
United StatesConnecticut
Oct 17, 2024

Frequently Asked Questions

What is Canoga Wealth Management LLC known for?

Canoga Wealth Management LLC operates in the Financial Services industry. The company's main headquarters is located in 9 North Main Street, Chester, Connecticut 06412, US; you can contact the main corporate office by phone at

+1-860-526-****

. Explore Canoga Wealth Management LLC's company overview page for more information.

What is Canoga Wealth Management LLC's most common email format?

Canoga Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Canoga Wealth Management LLC email formats with LeadIQ.

How many employees does Canoga Wealth Management LLC have currently?

Canoga Wealth Management LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Canoga Wealth Management LLC's key employees and leadership?

As of December 2025, Canoga Wealth Management LLC's key employees include:

Financial Planner And Founder: J. R.
Wealth Management Internship: M. R.
Certified Financial Planner: B. A.
Investment Advisor Representative: C. J.
: D. P.

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