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Cognizant Wealth Advisors
Cognizant Wealth Advisors was established in 2012 as a California-based wealth manager. The firm provides financial planning, investment planning, and tax...
Cognizant Wealth Advisors
Cognizant Wealth Advisors was established in 2012 as a California-based wealth manager. The firm provides financial planning, investment planning, and tax planning. It also handles retirement income planning and estate planning. No additional offices or team size data are recorded. No dated operational events from the last 24 months appear in available records.
General information
Firm type
Wealth Manager
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Palo Alto
Corporate office
Palo Alto, United States
Frequently asked questions
What services does Cognizant Wealth Advisors provide?
The firm offers financial planning, investment planning, tax planning, retirement income planning, and estate planning.
Where is Cognizant Wealth Advisors based?
The firm is based in Palo Alto, United States.
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