WMBC Email Formats

Investment Management • Irvine, California, United States • 21-50 Employees

WMBC Email Formats

WMBC uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@hmrc.gov.uk), used 72.7% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@hmrc.gov.uk	72.7%
{first initial}	j@wmbc.financial	27.3%

Key Contacts at WMBC

Jody Lee

Children'S Director

Char Waller

Director Of Education

Kenya Holt

Daycare Director

Tammy Duncan

Youth Director

Company overview

Headquarters	2 Venture, 380, Irvine, California 92618, US
Phone number	+10719270
Website	wmbc.financial
NAICS	5231
SIC	628
Keywords	Employee Benefits, College Planning, Business Succession, Retirement Planning, Advanced Estate Planning, Stock Evaluation
Founded	2003
Employees	21-50
Socials

About WMBC

At WMBC we believe that wealth is about well-being. Our Wealth Plans are created from over 40 years of experience, and the latest research in well-being science. Our Wealth Plans explore areas such as: investment management, estate planning, taxation, retirement, life insurance, special family needs and more. Modern society pays huge attention to the state of our finances. Maintaining an ever-growing net worth is considered vital for progress and prestige. However, measuring progress solely in economic terms misses the fact that money is a means to an end, not an end itself. Our Wealth Planning process helps you use money as a tool, without losing focus of the things that really matter: living happy, fulfilling lives. For more information about Wealth Plans and the states in which we are licensed or registered, please visit our website www.wmbc.financial Advisory Services and Fee-Based Services offered through WMBC, a Registered Investment Advisor | Securities Offered through Triad Advisors, LLC. Member FINRA, SIPC 5155 Peachtree Parkway / Suite 3220 / Norcross, GA 30092 / P: 770-840-7444 | WMBC is a separate entity from Triad Advisors, LLC