Crescent Bay Wealth

Advisors

Paul Previte

Private Wealth Advisor

President of Crescent Bay Wealth
Visit Paul Previte's website

Mary Davis

APMA®

Financial Advisor

Visit Mary Davis's website

Christopher Angers

Financial Advisor

Visit Christopher Angers's website

Gregg Helbock

Financial Advisor

Visit Gregg Helbock's website

Joanne Reilly

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Joanne Reilly's website

Elizabeth Snow Wilds

MSFP

Associate Financial Advisor

Visit Elizabeth Snow Wilds's website

Chad E Wolfson

Financial Advisor

Visit Chad E Wolfson's website

Darryl R Ruffen

MBA

Financial Advisor

Visit Darryl R Ruffen's website


Team

Ina Lako

Ina Lako

Operations Manager

Sara Lako

Sara Lako

Client Service Coordinator

Michael Branagan

Michael Branagan

Financial Planning Assistant