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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.

ADPhoto of Aleksander Dyo

Aleksander Dyo

Managing Director

3 reports

AL

Arthur Lee

Chief Operations Officer

CC

Cristina Cabrera

Director of Marketing

ATPhoto of Angie Tassone

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.