


Create Your Path Revenue
Financial Services • San Diego, California, United States • 1-10 Employees
Create Your Path revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at Create Your Path
Jose Armenta
Founder & Lead Financial Planner
Company overview
| Headquarters | 501 W Broadway, Suite 800, San Diego, California 92101, US |
| Website | |
| NAICS | 52 |
| Keywords | Financial Planning, Veterans, Federal Government Benefits |
| Founded | 2020 |
| Employees | 1-10 |
About Create Your Path
At Create Your Path, we operate a little differently than the large brokerage firms. We are an independent, fee-only financial planning firm headquartered in San Diego, CA. However, we leverage technology to provide clients with efficient, prompt, and high-quality service regardless of their geographic location. As a fee-only firm, we do not receive commissions and are only paid by our clients. We are also fiduciaries, which is a fancy way of saying we always put our client’s interests first. We believe federal employees deserve access to specialized financial planning and because we know real financial planning is not product sales, we offer comprehensive financial planning that focuses on our client’s life goals. We work with our clients, on the same side of the table, to help simplify and enhance the quality of their lives.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Create Your Path has never raised funding before.
Create Your Path Tech Stack
Discover the technologies and tools that power Create Your Path's digital infrastructure, from frameworks to analytics platforms.
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JavaScript libraries
JavaScript libraries
Miscellaneous
Security
Programming languages
Appointment scheduling
Blogs
Editors
Frequently asked questions
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