Spinnaker Investment Group offers wealth management services, including financial planning and portfolio management, aimed at helping clients achieve financial independence.

Spinnaker Investment Group

Google

President

Joe Stapleton

CEO/CIO

Morgan Christen

Vice President

Andrew Krongold

Director of Wealth Planning

Jacqueline Adler

Director, Business Development

Lynn Hackman

Head of Operations/ Portfolio Administrator

Nicole Naughton

Operations Manager

Vanessa Vigoren

Wealth Management Companies With Less Than $1B in Revenue (Top 10K)

Risk Management Companies With Less Than $1B in Revenue (Top 10K)

Life Insurance Companies (Top 10K)

Wealth Management Companies With Less Than $50M in Revenue (Top 10K)

Spinnaker Investment Group specializes in financial planning, retirement planning, life insurance consulting and risk management services.

Newport Beach

California

United States

North America

Spinnaker Investment Group Announces SpinnLaw Practice Group

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news impact assignment basic	general
public peers	general	Sep 25, 2024 9:49 PM	2856ae13
news daily refresh	general
news processing daily refresh	general
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news processing basic	general	Sep 26, 2024 5:03 AM	012dc39e
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signals	general	Sep 25, 2024 9:49 PM	85a6c6bc
crunchbase trigger	general	Oct 31, 2024 9:55 AM	7b9d75ea
crunchbase profile	general	Oct 31, 2024 11:59 AM	08c6b1ad
li profile	general
translate crunchbase fundingrounds	general	Nov 6, 2024 3:12 PM	05054771
peers	general	Sep 25, 2024 9:49 PM	0758a165
news basic	general	Sep 25, 2024 9:49 PM	908fb588
bundesanzeiger	filings
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private financials	financials

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Spinnaker Investment Group