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	createyourpathfp.com
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

Founder/Owner

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.

Jetpack

WordPress plugins

Site Kit

Analytics

WP Rocket

Caching

Swiper

JavaScript libraries

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Gutenberg

Editors

Frequently asked questions

Create Your Path is located in San Diego, California, US.

Create Your Path generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Create Your Path has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Create Your Path was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Create Your Path has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Create Your Path

Jose Armenta

Founder & Lead Financial Planner

4.8

40,000 users