Cipolla Financial Advisors

Financial Services • Santa Rosa, California, United States • 1-10 Employees

Company overview

Headquarters	50 Santa Rosa Ave, Ste 110, Santa Rosa, California 95404, US
Phone number	+17075828788
Website	cipollafa.com
NAICS	52
SIC	641
Keywords	Insurance Planning, Retirement Planning, Financial Planning
Founded	2011
Employees	1-10

Key Contact at Cipolla Financial Advisors

Nicole Arnone Cipolla

Marketing Director

Cipolla Financial Advisors Email Formats

Cipolla Financial Advisors uses 1 email format. The most common is {first initial} (e.g., j@cipollafa.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@cipollafa.com	100%

About Cipolla Financial Advisors

Cipolla Financial Advisors objective is to empower individuals and business owners to achieve financial security and success through personalized, comprehensive financial guidance. We are committed to understanding each client’s unique goals and challenges, offering expert advice, and providing tailored strategies that build wealth, protect assets, and ensure long-term financial well-being. With integrity, transparency, and a focus on building lasting relationships, we strive to help our clients navigate life’s financial complexities with confidence and peace of mind. Wealth management services are offered through various companies including advisory services offered by Diversify Advisory Services (“Diversify”) an SEC registered investments adviser. Securities through DFPG Investments, LLC., a broker/dealer, member FINRA/SIPC and an affiliate of Diversify.

Cipolla Financial Advisors revenue & valuation

Annual revenue	$17,500,000
Revenue per employee	$8,733,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$55,900,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Cipolla Financial Advisors has never raised funding before.

Cipolla Financial Advisors Tech Stack

Discover the technologies and tools that power Cipolla Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Underscore.js

JavaScript libraries

Drupal

CMS

Google Maps

Maps

Microsoft 365

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

Calendly

Appointment scheduling

AddToAny

Widgets

Google Analytics

Analytics

Frequently asked questions

Cipolla Financial Advisors is located in Santa Rosa, California, US.

You can reach Cipolla Financial Advisors at +17075828788.

Cipolla Financial Advisors was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Cipolla Financial Advisors

Nicole Arnone Cipolla

Marketing Director

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