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.

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Shusterman Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Shusterman Wealth Management is a financial services firm based in San Diego, California. It offers financial planning services for families and businesses, including managing investment portfolios, retirement planning, and estate planning, with a focus on delivering advice that is both thorough and tailored. As a fiduciary, the firm commits to acting in its clients' best interests and helping implement the recommended strategies. Its clients are families and business leaders seeking structured, individualized guidance to reach their long-term objectives. The firm measures success by whether clients achieve their financial goals, acknowledging that these goals vary with personal circumstances and aspirations. With a small team serving the San Diego area, Shusterman Wealth Management emphasizes turning each client's vision of the future and legacy into concrete financial plans.

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
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Contact profiles from Shusterman Wealth Management

Name

Title

Contact

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. 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 August 2026. These team members are located across 1 continents, including North America.

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

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

Operations Manager: D. R.

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Shusterman Wealth Management Employee Directory

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