Citadel Financial Planning

Financial Services • Fuquay-Varina, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	145 S Main St, Suite 200, Fuquay Varina, NC 27526, US
Website	citadelfp.com
NAICS	52
Keywords	Risk Management, Education Planning, Financial Consulting, Retirement Planning, Life Insurance, Portfolio Management, Long Term Care, Financial Planning, Cash Management, Investment Management, Estate Planning Strategies, Tax Strategies And Planning, Budgeting And Debt Management, Advanced Investment Strategies, Custom Investment Management, Employer Stock Plans, Real Estate Investment And Tax Strategies, Self-Employed Tax Planning, Small Business Owner Planning
Founded	2022
Employees	1-10

Key Contact at Citadel Financial Planning

Brenan Volpe

Owner And Financial Planner

About Citadel Financial Planning

At Citadel Financial Planning, we strive to be the bridge that connects ever-changing external factors to your ever-changing personal situation – your Personal CFO, a trusted guide and diligent steward on your Financial Journey. Our desire is to build long-term relationships, rooted in trust, that is based on consistently delivering on what we promise. We are a values-driven company that constantly keeps our Core Beliefs in focus. 1. We believe that no one should have to navigate their financial journey without a guide. 2. We believe in our fiduciary responsibility to guide our clients, always serving their best interests, and not our own. 3. We believe customized financial planning should be accessible to more than the ultra-wealthy. 4. We believe the solutions to financial stress and costly emotional decisions are: a. Financial organization, b. Having a customized financial plan, and c. Keeping a focus on your long-term goals. Holding true to our core beliefs, we are well-equipped to, and love working with, clients from all backgrounds and who are in various stages of their financial journey. We have extensive experience and a particular passion for working with the self-employed & small-business owners, tech industry employees, CRNAs & CAAs, and government contractors. To learn more about how we can guide you on your Financial Journey, please visit our website where you can ask a question or schedule a free consultation.

Citadel Financial Planning revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Citadel Financial Planning has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Citadel Financial Planning has never raised funding before.

Frequently asked questions

Citadel Financial Planning is located in Fuquay-Varina, North Carolina, US.

Citadel Financial Planning was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Citadel Financial Planning

Brenan Volpe

Owner And Financial Planner

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