Filippini Wealth Management, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

As a multifaceted group, we serve our clients  with a single full-service group of companies they can turn to for all of their financial needs.  We are independent and family owned with the ability to guide our clients in every area of their financial life.

Our firm has many facets working closely together to effectively manage the many areas of wealth: Investments, Retirement Planning, Tax Planning, Estate Planning, Insurance, and Real Estate.  Please see important disclosures regarding these separate entities below.

We have offices in Montecito (Santa Barbara) and Westlake Village, California.

Find Filippini Wealth Management, Inc. employees' phone numbers or email addresses

Filippini Wealth Management, Inc. Global Highlights

North America
6

United States Of America
6

Filippini Wealth Management, Inc.'s Leadership

I. F.
President
Mobile Phone
Email
K. V.
Owner
Mobile Phone
Email

Filippini Wealth Management, Inc. Employee Metrics

100%

50%

2026

2025

Business
Accounting
Administrative
Analytics
Arts & Design
Other
Banking

Contact profiles from Filippini Wealth Management, Inc.

Name

Title

Contact Info

Location

Last Update

I. F.
President
Mobile Phone
Email
Oct 16, 2024
K. V.
Owner
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Filippini Wealth Management, Inc. known for?

Filippini Wealth Management, Inc. operates in the Financial Services industry. The company's main headquarters is located in 319 East Carrillo Street Santa Barbara, California 93101 United States. Explore Filippini Wealth Management, Inc.'s company overview page for more information.

What is Filippini Wealth Management, Inc.'s most common email format?

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

How many employees does Filippini Wealth Management, Inc. have currently?

Filippini Wealth Management, Inc. has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Filippini Wealth Management, Inc.'s key employees and leadership?

As of February 2026, Filippini Wealth Management, Inc.'s key employees include:

President: I. F.
Owner: K. V.

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