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KWB Wealth Managers

(909) 307-8220 invest@kwbwealthmanagers.com
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KWB Wealth Managers

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  2. Emily Tejeda

Emily Tejeda

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Emily Tejeda
Partner, Chief Compliance Officer
LPL Registered Administrative Associate
E-mail: 
emily@kwbwealthmanagers.com

As the Chief Compliance Officer, Emily is responsible for end-to-end processing and servicing of customer transactions, and assuring that the back-office operations and systems at KWB Wealth run efficiently and effectively. She supports the Chief Wealth Managers and directly supervises all support staff employees. 

Emily has worked in the financial services industry since 1992. Prior to joining KWB Wealth Managers Group in 1996, she worked at TSI Financial, Royal Alliance and at Dean Witter Reynolds. Emily has gained valuable experience in a variety of operational and administrative roles. She strives to utilize that experience to help ensure our clients receive the best service possible.

Emily and her husband, Sal, are lifelong residents of Redlands. They have three children and one grandson. Wine tasting, traveling and spending time with family and friends top her list of favorite activities.

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Contact info

  •   Main Office

    1782 Orange Tree Lane
    Redlands, CA
    92374 United States

    Monrovia Office
    617 South Ivy Ave.
    Monrovia, CA 91016

  •   (909) 307-8220
  •   invest@kwbwealthmanagers.com

Hours of Operation:

Monday - Thursday: 8:00 AM - 5:00 PM
Friday: 7:00 AM - 3:00 PM
Saturday/Sunday: Closed

The financial consultants at KWB Wealth Managers Group are Registered Representatives with and Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IN, IA, KY, MD, MA, MI, MN, MO, MT,NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY.

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