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	crossroads-planning.com
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

Founder/Owner

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.

ElementsKit

WordPress plugins

Elementor Header & Footer Builder

WordPress plugins

jQuery UI

JavaScript libraries

Hotjar

Analytics

Hello Elementor

WordPress themes

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Frequently asked questions

Crossroads Planning is located in Orange, California, US.

You can reach Crossroads Planning at +17148900808.

Crossroads Planning was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Crossroads Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Crossroads Planning

Tony T. Chan

Founder

4.8

40,000 users