Finwell is a fee-only financial planning and wealth management company devoted to helping people reach their financial goals. Simply put, Finwell’s mission is to work with people who want to achieve something great with their money.

Finance

Finwell Benefits

Breanna Stott

George Burnette

Brooke M. Roth

Araceli Ruelas

The executive team at Finwell Benefits has experience in the banking and financial industries. They have worked at companies such as First Citizens Bank, Union Bank, and Wells Fargo. They have also received education in personal financial planning and behavioral finance from UCLA Extension.

CEO and Executive Team

About

Team members

Other teams at Finwell Benefits

Leadership Team

Board of Directors