CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 316266). Regulatory assets under management: $642.0M.
| Name | Role | Location |
|---|---|---|
| TAYLOR AUTUMN ANN | CHIEF OPERATING OFFICER | — |
| ZIENTY DONALD MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| SHELDON JEFFREY SCOTT | CEO, CFO | — |
| SHELDON JAMES ARTHUR | CHAIRMAN | — |
| MCCORD JOHN CRAGIN | PRIVATE WEALTH MANAGER | — |
| CARVALHO MATTHEW J | CHIEF INVESTMENT OFFICER | — |
| ADEMA JEFFREY ALAN | PRIVATE WEALTH MANAGER | — |