Marina Bauk

Client Service Associate at Conversant Wealth Management - Danville, California, United States

Marina Bauk's Colleagues at Conversant Wealth Management
Jeremy Niederstadt

Senior Wealth Advisor, Founder

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Marina Bauk's Contact Details
HQ
Location
San Francisco,California,United States
Company
Conversant Wealth Management
Marina Bauk's Company Details
Conversant Wealth Management logo, Conversant Wealth Management contact details

Conversant Wealth Management

Danville, California, United States • 3 Employees
Financial Services

At Conversant Wealth, we are passionate about our clients' success. As a registered independent wealth manager, we are dedicated to helping each client achieve their personal financial goals. Our diverse expertise allows us to work with executives and professionals, business owners and entrepreneurs, individuals and families. But what we really do is help people achieve the very best in their lives.Wealth can be complicated, so we focus on simplifying decision-making to ensure that both personal goals and values remain a priority. We fulfill the fiduciary standard that places our clients' interests above all others. Our team has more than 50 years of professional experience, which includes managing diversified investment portfolios across market cycles as well as navigating the dynamics of a family-owned business.

Details about Conversant Wealth Management
Frequently Asked Questions about Marina Bauk
Marina Bauk currently works for Conversant Wealth Management.
Marina Bauk's role at Conversant Wealth Management is Client Service Associate.
Marina Bauk's email address is ***@conversantwealth.com. To view Marina Bauk's full email address, please signup to ConnectPlex.
Marina Bauk works in the Financial Services industry.
Marina Bauk's colleagues at Conversant Wealth Management are Jeremy Niederstadt, Jeffrey Courtemanche and others.
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