What departments does Shusterman Wealth Management have?

Shusterman Wealth Management has employees across 1 departments including Operations.

What is the largest department at Shusterman Wealth Management?

The largest department at Shusterman Wealth Management is Operations with 1 employees.

Where are Shusterman Wealth Management employees located globally?

Shusterman Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Shusterman Wealth Management's team size changed over time?

Shusterman Wealth Management's team has remained stable from approximately 1 to 1 employees based on available data.

Learn more at LeadIQ.com

Shusterman Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Shusterman Wealth Management provides financial planning services* for families and businesses. Our services include investment portfolio management, retirement accumulation and estate planning. Our firm's objective is to deliver comprehensive and customized financial advice and to work with you to implement that advice.
As a financial fiduciary, we consistently think and act in the best interest of our clients. We measure our success through the success of our clients in achieving their financial goals, realizing that success means different things to different people. Your financial goals are shaped by your individual character, your family's needs, the specific vision you have of your future and the legacy you hope to leave. At Shusterman Wealth, we understand this and build a plan around you.

Find Shusterman Wealth Management employees' phone numbers or email addresses

Shusterman Wealth Management Global Highlights

North America
1

United States Of America
1

Shusterman Wealth Management's Leadership

D. R.
Operations Manager
Mobile Phone
Email

Shusterman Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Shusterman Wealth Management

Name

Title

Contact Info

Location

Last Update

D. R.
Operations Manager
Mobile Phone
Email
United StatesCalifornia
Oct 18, 2024

Frequently Asked Questions

What is Shusterman Wealth Management known for?

Shusterman Wealth Management was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 16935 West Bernardo Drive Suite 223 San Diego, California 92127 United States. Explore Shusterman Wealth Management's company overview page for more information.

What is Shusterman Wealth Management's most common email format?

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

How many employees does Shusterman Wealth Management have currently?

Shusterman Wealth Management has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Shusterman Wealth Management's key employees and leadership?

As of February 2026, Shusterman Wealth Management's key employees include:

Operations Manager: D. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.