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Driven Financial

Driven Financial

Financial ServicesFlag of USLake Elsinore, California, United States1-10 Employees

Company overview

Headquarters29991 Canyon Hills Rd, 1709, Lake Elsinore, CA 92532, US
Website
NAICS52
Keywords
IRA, Annuities, Retirement Planning, Estate Planning, Life Insurance, 401K Rollover, IUL, Life Insurance Retirement Plan, Final Expense Policies, Careers In Life Insurance, Tsp Transfer
Founded2017
Employees1-10

Key Contact at Driven Financial

Flag of US

Monica Thurman

Marketing Director, Remote Sales

Driven Financial Email Formats

Driven Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@drivenfin.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@drivenfin.com
100%

About Driven Financial

We are Monica Thurman and Tomas Avalos, a duo that has been in the insurance industry for over 30 years. We founded Driven Financial in 2017 with the goal of providing top-quality life insurance and annuities brokerage services, as well as financial education to the masses. In the beginning, our business was based in San Diego and we quickly gained a reputation for excellence. However, when the coronavirus pandemic hit, we knew we had to make a change. We made the difficult decision to take agent trainings into a virtual space, close our San Diego office and move to a "small" town in the heart of Southern California, Lake Elsinore. Although the transition was tough at first, the community of Lake Elsinore welcomed us with open arms and we've become very active in the community. In addition to providing excellent insurance and annuities brokerage services, we are also passionate about supporting our community. We sponsor the local water polo club and softball league, encouraging the youth to stay active and have fun. We believe in building trust and relationships within the community and are always looking for ways to give back. Thank you for considering Driven Financial for your life insurance, 401k, pension, and TSP needs. We look forward to serving you and helping you achieve your financial goals. Driven Financial is a trusted provider of Life Insurance, innovative technology solutions and professional services. With over 30 years of experience, DrivenFin has a track record of delivering exceptional results and exceeding customer expectations. Our team of experienced professionals is well-versed in the latest technologies and best practices, and is dedicated to helping our customers achieve their objectives.

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Driven Financial revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Driven Financial has never raised funding before.

Frequently asked questions

Driven Financial is located in Lake Elsinore, California, US.
Driven Financial was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Driven Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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