Wealth Excel jobs and careers
As of October 23, 2026, Wealth Excel has no open roles listed.
About Wealth Excel
Wealth Excel is a premier consulting firm based in Brea, California, specializing in wealth growth strategies for profitable small business owners and high-wage earners. Our services include innovative charitable gift financing, custom-designed private retirement plans, and comprehensive investment portfolios. With over 30 years of combined experience, our expert team is dedicated to meeting the sophisticated financial goals of our clients.
Leadership
The top of Wealth Excel's org chart, with how many people report into each leader.
Aleksander Dyo
Managing Director
3 reports
Arthur Lee
Chief Operations Officer
Cristina Cabrera
Director of Marketing
Angie Tassone
Director of Business Relationships
Jobs at Wealth Excel
No open positions right now. Explore more companies on TheJobsMap.
Wealth Excel jobs: common questions
- Is Wealth Excel hiring right now?
- Wealth Excel has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Wealth Excel's careers site.
- Who leads Wealth Excel?
- Aleksander Dyo, Managing Director, is at the top of Wealth Excel's org chart.
- How do I apply for a job at Wealth Excel?
- Pick a role on Wealth Excel's TheJobsMap page and select Apply. Every listing links to the original posting on Wealth Excel's own careers site, so you apply directly with the employer.