Casita Financial Planning
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Keywords | Financial Planning, Investment Management, CFP, Fee-Only |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Casita Financial Planning
Mark Reyes
Founder, Financial Planner
Casita Financial Planning Email Formats
Casita Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@casitafinancialplanning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@casitafinancialplanning.com | 100% |
About Casita Financial Planning
We help clients make empowered financial decisions by empathically listening, educating, and providing clear counsel. Financial planning is at the core of our services. We also provide tailored solutions to meet your investment management needs.
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Casita Financial Planning revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Founder/Owner
Funding Data
Casita Financial Planning has never raised funding before.
Spain
United Kingdom
Germany
FranceFrequently asked questions
Casita Financial Planning is located in XX.
Casita Financial Planning was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Casita Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
