Coffeehouse Capital | Financial Planning and Wealth Management
Financial Services • 
Fresno, California, United States • 1-10 Employees
Company overview
| Headquarters | 8050 N Palm Ave, 300, Fresno, California 93711, US |
| Phone number | +15595002277 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Risk Management, Estate Planning, Wealth Management, Tax Planning, Behavioral Finance, Investment Portfolio Analysis, Financial Planning And Education |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Coffeehouse Capital | Financial Planning and Wealth Management
Tommy Lopez
Founder and Financial Advisor
Coffeehouse Capital | Financial Planning and Wealth Management Email Formats
Coffeehouse Capital | Financial Planning and Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@coffeehousecapital.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@coffeehousecapital.com | 100% |
About Coffeehouse Capital | Financial Planning and Wealth Management
Coffeehouse Capital LLC is an independent fee-only registered investment advisory (RIA) firm providing financial planning and investment management services. We are a fee-only firm and are held to the CFP® fiduciary standard, putting our client's interest first 100% of the time. Financial Planning and Wealth Management Solutions include: • Assessing and analyzing current financial and life goals • Asset allocation review, education and portfolio strategies • Cash flow and retirement planning • Establishing and managing GOALs based financial plan and investment portfolios • Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) • Inheritance management (loss of love ones) • Reviewing and managing 401(k), 457(b), traditional retirement plans • Pre-retirement planning To learn more, please visit www.coffeehousecapital.com. Coffeehouse Capital LLC is an Investment Advisor registered with the State(s) of California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned.
Coffeehouse Capital | Financial Planning and Wealth Management 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
Funding Data
Coffeehouse Capital | Financial Planning and Wealth Management has never raised funding before.
Coffeehouse Capital | Financial Planning and Wealth Management Tech Stack
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