Central Coast Financial Management Revenue

Financial Services • Monterey, California, United States • 1-10 Employees

Central Coast Financial Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Central Coast Financial Management

Bart P. Cutino

Co-Owner, Financial Advisor & Life & Property Casualty Insurance Agent

Company overview

Headquarters	659 Abrego Street #7, Monterey, CA 93940, US
Phone number	+18312752608
Websites	centralcoastfinancial.com centralcoastfm.com
NAICS	52
SIC	628
Founded	2012
Employees	1-10
Socials

About Central Coast Financial Management

Central Coast Financial Management is an independent financial planning and wealth management firm located in Monterey, California. We offer highly customized plans for our clients that encompass all aspects of their financial life, from financial budgeting, to retirement planning, to asset management and insurance management.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Central Coast Financial Management has never raised funding before.

Central Coast Financial Management Tech Stack

Discover the technologies and tools that power Central Coast Financial Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Datadog

Analytics

Frequently asked questions

Central Coast Financial Management is located in Monterey, California, US.

You can reach Central Coast Financial Management at +18312752608.

Central Coast Financial Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Central Coast Financial Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Central Coast Financial Management was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Central Coast Financial Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Central Coast Financial Management

Bart P. Cutino

Co-Owner, Financial Advisor & Life & Property Casualty Insurance Agent

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