Challenger Wealth Management Email Formats

Investment Management • Aliso Viejo, California, United States • 1-10 Employees

Key Contact at Challenger Wealth Management

Nancy Challenger

President

Company overview

Headquarters	6b Liberty, Aliso Viejo, California 92656, US
Phone number	+19497540464
Website	challengerwealth.com
NAICS	5231
Keywords	Debt Management, Risk Management, Tax Planning, Investment Planning, Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Estate Planning, Portfolio Analysis, Cash Flow Analysis, Investment Advisor, Tax Strategy, Insurance Analysis, Insurance Strategy, Cash Management Strategy, Estate Distribution Consulting, Legacy Or Charitable Planning
Founded	1986
Employees	1-10
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About Challenger Wealth Management

Challenger Wealth Management is a Registered Investment Advisor (RIA), based in Aliso Viejo, California. Our president Nancy Challenger has over 35 years experience building and implementing investment portfolios that are nimble for all economic environments. We serve high net worth individuals, companies, organizations, and foundations. Our custom designed portfolios are set to maneuver through the many variables of personal and world economy. We are full of integrity with a strategic mind and proven financial skill sets, someone who cares deeply about you and your family, your charities, your financial health, wealth, goals, and purpose. Our results driven team, is confident that we can assist you with your current and future financial needs and those of your family and your foundation.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Vice President

Employees by Department

Challenger Wealth Management has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Challenger Wealth Management has never raised funding before.

Challenger Wealth Management Tech Stack

Discover the technologies and tools that power Challenger Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Node.js

Programming languages

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Google Maps

Maps

Express

Web frameworks

cdnjs

CDN

Frequently asked questions

Challenger Wealth Management is located in Aliso Viejo, California, US.

You can reach Challenger Wealth Management at +19497540464.

Challenger Wealth Management was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.

Challenger Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Challenger Wealth Management

Nancy Challenger

President

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