Acorn Financial Services jobs and careers
Reston, VA, United States
About Acorn Financial Services
Welcome to Acorn Financial Services For nearly three decades Acorn Financial Services has served successful individuals, and small business owners across the United States. Our Mission is to help create, manage and preserve the wealth of our clients. We strive to provide quality service to develop trust and to use our knowledge and experience to create value. As a comprehensive financial planning firm, we are dedicated to simplifying your financial life, optimizing your investments, and your personal financial plan. We work closely with you to help grow and protect your wealth, so that you can achieve your most important financial goals. We are dedicated to serving our clients and are committed to the following principles: Honest, transparent, and open communication; Highly responsive, world-class service; Knowledgeable and timely advice; Earning the trust and confidence of every client. ---------------------------------------------------------------------------------------------------------------------------------- Financial planning services offered through Acorn Financial Advisory Services, Inc. (AFAS), a SEC Registered Investment Adviser. Securities offered through The Strategic Financial Alliance, Inc. (SFA), a Broker-Dealer, member FINRA/SIPC. AFAS and SFA are unaffiliated. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.
- Founded
- 1996
- Employees
- 11 to 50
- Headquarters
- Reston
Leadership
The top of Acorn Financial Services's org chart, with how many people report into each leader.
James Gambaccini
Financial Planner, Managing Partner
9 reports
Michael Wakeham
Financial Planner
Michael Fowler
Director of Estate & Alternative Investment Services
Justin Gambaccini
Director of Operations
Jon Browning
Financial Planner
Jordan Sacks
Financial Planner
Nathan Gertler
Analyst
Justin Souder
Lead Wealth Advisor
Cynthia Rivas
Client Service Associate
Jobs at Acorn Financial Services
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