Weston Bakos

Role: Operations at Lumifi Wealth Strategies
Location: Dayton, OH, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Weston Bakos

Passionate about pushing boundaries, and disrupting industries with efficiencies

Experience

Operations
Lumifi Wealth Strategies
Nov 2023 — Present

Skills

Social Media Marketing
Leadership
Competitive
Photoshop
Teaching
Management
Social Networking
Powerpoint
Windows
Customer Service
Marketing
Social Media
Research
Public Speaking
Self-Driven
Brand Management
Creative Direction
English
Microsoft Office
Outlook
Microsoft Excel
Microsoft Word

Contact information

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Work email
•••••@lumifiwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Lumifi Wealth Strategies

Financial Services · 5 employees · Founded 2017 · Orange County, California, United States

Lumifi Wealth Strategies is a tax advocacy, legacy planning, and leveraged investment consulting firm for business owners and individuals. We empower our clients with their rights as a taxpayer and advise them on legally available tax solutions for their unique situations. We also provide a strategic implementation plan and that addresses short and long term tax planning. We are excited by our ability to bring something completely new to the market that will help our clients maximize their assets while reducing risk, allowing them to enjoy more for themselves and their families.

lumifiwealth.com

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