Applied Financial Planning, Inc Revenue

Financial Services • Irvine, California, United States • 11-20 Employees

Applied Financial Planning, Inc revenue & valuation

Annual revenue	$12,200,000
Revenue per employee	$872,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$39,100,000
Total funding	No funding

Key Contact at Applied Financial Planning, Inc

William Bill

Founder

Company overview

Headquarters	100 Pacifica, Irvine, California 92618, US
Phone number	+17149297420
Websites	appliedfinancialplanning.com afpmoneyguys.com
NAICS	52
Keywords	Financial Services, Tax Services, Retirement Planning
Founded	1986
Employees	11-20
Socials

Applied Financial Planning, Inc Email Formats

Applied Financial Planning, Inc uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@appliedfinancialplanning.com), used 75% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@appliedfinancialplanning.com	75%
{first initial}{last name}	jdoe@appliedfinancialplanning.com	25%

About Applied Financial Planning, Inc

Independent. Objective. Transparent. We offer a wide breadth of capabilities including integrated wealth management, comprehensive tax planning, tax advantaged investing & in-depth investment analysis. We give your future direction by providing the knowledge & resources of a large team but with the personal attention and care of a dear friend whose primary concern is about your financial health — today and tomorrow. Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), a broker/dealer and a Registered Investment Advisor, Member FINRA/SIPC. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness. (To visit websites of FINRA and SIPC, please copy and paste http://www.finra.org/ and/or http://www.sipc.org/ into the web address box of your internet browser.)

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Applied Financial Planning, Inc has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

Applied Financial Planning, Inc has never raised funding before.

Applied Financial Planning, Inc Tech Stack

Discover the technologies and tools that power Applied Financial Planning, Inc's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Gravity Forms

Form builders

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

WP Rocket

Caching

WordPress

Blogs

Tailwind CSS

UI frameworks

MySQL

Databases

WP Engine

Hosting

Priority Hints

Performance

Google Font API

Font scripts

Frequently asked questions

Applied Financial Planning, Inc is located in Irvine, California, US.

You can reach Applied Financial Planning, Inc at +17149297420.

Applied Financial Planning, Inc generates an estimated annual revenue of $12,199,045. This revenue figure reflects the company's market position and business performance in its industry.

Applied Financial Planning, Inc has an estimated valuation of $39,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Applied Financial Planning, Inc was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.

Applied Financial Planning, Inc has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Applied Financial Planning, Inc

William Bill

Founder

4.8

40,000 users