Financial Alternatives Revenue

Investment Management • San Diego, California, United States • 11-20 Employees

Financial Alternatives revenue & valuation

Annual revenue	$2,350,597
Revenue per employee	$181,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$7,600,000
Total funding	No funding

Key Contacts at Financial Alternatives

Luis Sanchez

Ceo

Roger Pritchard

Business Owner

Sharon Forrester

Owner

Company overview

Headquarters	7825 Fay Avenue, Suite 210, La Jolla, CA 92037, US
Phone number	+18584598289
Website	financialalternatives.com
NAICS	5231
SIC	628
Keywords	Investments, Financial Planning, Wealth Management, Executives, Retirees, Families Of Inherited Wealth.
Founded	1991
Employees	11-20
Socials

Financial Alternatives Email Formats

Financial Alternatives uses 2 email formats. The most common is {first initial} (e.g., j@financialalternatives.com), used 77.8% of the time.

Format	Example	Percentage
{first initial}	j@financialalternatives.com	77.8%
{first name}	john@financialalternatives.com	22.2%

About Financial Alternatives

We are a Fee-Only advisory firm that provides Wealth Management Services to successful families and professionals. This website provides general information about us and our service approach - with access to additional information - and is not intended to offer investment or financial planning advice. The publication of our web site on the Internet should not be construed as our solicitation to effect securities transactions, or the offering of personalized advice over the Internet. For more disclosures please refer here: https://www.financialalternatives.com/disclosure

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Financial Alternatives has 10 employees across 3 departments.

Departments

Number of employees

Funding Data

Financial Alternatives has never raised funding before.

Financial Alternatives Tech Stack

Discover the technologies and tools that power Financial Alternatives's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Slick

JavaScript libraries

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

jQuery

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

Adobe Fonts

Font scripts

Salesforce

CRM

Frequently asked questions

Financial Alternatives is located in San Diego, California, US.

You can reach Financial Alternatives at +18584598289.

Financial Alternatives generates an estimated annual revenue of $2,350,597. This revenue figure reflects the company's market position and business performance in its industry.

Financial Alternatives has an estimated valuation of $7,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Financial Alternatives was founded in 1991, making it 35 years old. The company has established itself as a significant player in its industry over this time.

Financial Alternatives has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Financial Alternatives

Luis Sanchez

Ceo

Roger Pritchard

Business Owner

Sharon Forrester

Owner

4.8

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