Willow Creek Wealth Management Inc
Legal Name: WILLOW CREEK WEALTH MANAGEMENT, INC.
Full Contact Details
Other Info
Willow Creek Wealth Management Inc is legally known as WILLOW CREEK WEALTH MANAGEMENT, INC.. It is a CA Corporation. This firm has 14 employees, of which 9 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 1, 1999.
Willow Creek Wealth Management
Your Vision, Your Future, Your PlanYour big dreams deserve the right plan.We understand how overwhelming your investments can be, and we know that choosing a wealth advisor is a huge decision. We have a plan, backed by Nobel Prize-winning research by Eugene Fama and Kenneth French, and a collaborati…
Direct Owners
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BRUCE JAY DZIEZA
PRESIDENT, PARTNER owns more than 50% but less than 75%
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HEATHER CARY BELLI
SECRETARY, CHIEF COMPLIANCE OFFICER, PARTNER owns more than 10% but less than 25%
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JASON RICHARD GITTINS
VICE PRESIDENT, PARTNER owns more than 10% but less than 25%
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KELLY A NOONAN
TREASURER, CHIEF OPERATING OFFICER, PARTNER owns more than 10% but less than 25%
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MARK FRANCIS KEATING
ASSISTANT SECRETARY, PARTNER owns more than 10% but less than 25%
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TERESA DOUGLAS MITCHELL
ASSISTANT COMPLIANCE OFFICER owns less than 5%
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TIMOTHY MICHAEL ADMIRE
ASSISTANT SECRETARY, PARTNER owns less than 5%
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