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CONA Wealth Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

CONA Wealth operates in the financial services sector, offering comprehensive financial planning and wealth management services to a diverse client base. Its advisory services are provided through Change Path, LLC, an SEC Registered Investment Adviser, though the two entities are not affiliated. Based in Pasadena, California, the firm serves clients who seek structured guidance in managing and planning their financial futures within a professional, regulated framework. The organization situates itself alongside established financial services providers, focusing on delivering tailored planning and wealth management solutions in a competitive industry.

Find CONA Wealth employees' phone numbers or email addresses

CONA Wealth Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

CONA Wealth's Leadership

  • Stylized image of a person
    C. G.
    Broker Of Record Chief Compliance Officer
    Mobile Phone

CONA Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from CONA Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. G.
    Broker Of Record Chief Compliance Officer
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is CONA Wealth known for?

Minus sign iconPlus sign iconCONA Wealth was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-877-883-****
. Explore CONA Wealth's company overview page for more information.

What is CONA Wealth's most common email format?

Minus sign iconPlus sign iconCONA Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CONA Wealth email formats with LeadIQ.

How many employees does CONA Wealth have currently?

Minus sign iconPlus sign iconCONA Wealth has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are CONA Wealth's key employees and leadership?

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As of August 2026, CONA Wealth's key employees include:

  • Broker Of Record Chief Compliance Officer: C. G.

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