Copley Financial Group
Financial Services • 
San Diego, California, United States • 11-20 Employees
Company overview
| Headquarters | 2650 Camino del Rio N, 350, San Diego, California 92108, US |
| Phone number | +16192946008 |
| Website | |
| NAICS | 52 |
| Keywords | Insurance Solutions, Annuities, Retirement Planning, Investment Services, Legacy Planning, Money Management, Mortgage Solutions, Social Security Maximization, Tax Planning Solutions, Medicare For Retirees |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
Key Contacts at Copley Financial Group
Fabian Navar
Chief Marketing Officer
Mj Mckinley
Marketing Director
Copley Financial Group Email Formats
Copley Financial Group uses 2 email formats. The most common is {first name} (e.g., john@copleyfg.com), used 81.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@copleyfg.com | 81.8% |
{first name}{last name} | johndoe@copleyfg.com | 18.2% |
About Copley Financial Group
Copley Financial Group, Inc. is a local San Diego retirement planning company. We provide retirement planning, wealth management, financial planning, and other solutions to individuals and families that are nearing or already enjoying retirement. Our mission is to provide our clients with innovative strategies that help give them the financial security they deserve in their retirement years. Furthermore, making strong commitments and building lifelong relationships with our clients are tenets of success at Copley Financial Group, Inc.
Copley Financial Group revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Copley Financial Group has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Copley Financial Group has never raised funding before.
Copley Financial Group Tech Stack
Discover the technologies and tools that power Copley Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Netherlands
Canada
AustraliaFrequently asked questions
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