


Crossroads Planning
Financial Services • Orange, California, United States • 1-10 Employees
Company overview
| Headquarters | 765 The City Dr S, 390, Orange, California 92868, US |
| Phone number | +17148900808 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Tax Preparation, Fee-Only Financial Planning, Tax Filing |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Crossroads Planning
Tony T. Chan
Founder
Crossroads Planning Email Formats
Crossroads Planning uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@crossroads-planning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@crossroads-planning.com | 100% |
About Crossroads Planning
Crossroads Planning is a Fee-Only Financial Advisory Firm serving the cities of Orange County. Crossroads Planning specializes in providing objective financial Planning to help clients build, manage, grow, and protect their assets through various life transitions. We are IRS Enrolled Agents, NAPFA Registered Financial Advisers and Certified Financial Planner™ Professionals.
Crossroads Planning revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Crossroads Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Crossroads Planning has never raised funding before.
Crossroads Planning Tech Stack
Discover the technologies and tools that power Crossroads Planning's digital infrastructure, from frameworks to analytics platforms.
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Appointment scheduling
Blogs
Frequently asked questions
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