Financial Designs Corporation
Financial Services • 
Claremont, California, United States • 1-10 Employees
Company overview
| Headquarters | 540 W Baseline Rd, Suite 10, Claremont, California 91711, US |
| Phone number | +19096261642 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Tax Planning, Investment Planning, Insurance Planning, Etfs, Wealth Management, Annuities, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, Mutual Funds, Retirement, 401(K), Rollovers, Edison International Retirement Planning, Holistic Financial Plans, Sempra Energy Retirement Planning, Socal Gas Company Retirement Planning, Southern California Edison Retirement Planning |
| Founded | 1981 |
| Employees | 1-10 |
| Socials |
Key Contact at Financial Designs Corporation
Adam Moody
Director Of Communications
Financial Designs Corporation Email Formats
Financial Designs Corporation uses 2 email formats. The most common is {first initial} (e.g., j@fdcadvisors.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fdcadvisors.com | 85.7% |
{first name} | john@fdcadvisors.com | 14.3% |
About Financial Designs Corporation
Since 1981 Financial Designs has helped people retire securely with their retirement goals in mind. Servicing Southern California Edison employees and retirees since 1986, we specialize in making the retirement process a stress free process and one people can be confident in. At Financial Designs, we use a personalized approach that starts with building a solid understanding of your financial situation, your goals and your personality as an investor. After all, the better we know you, the better we can help you meet your goals. Our purpose is to enable individuals and families to financially prepare for and confidently enjoy their retirement years through goal centered planning. To learn more about Financial Designs, please visit https://fdcadvisors.com/
Financial Designs Corporation revenue & valuation
| Annual revenue | $11,400,000 |
| Revenue per employee | $1,885,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $36,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Financial Designs Corporation has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Financial Designs Corporation has never raised funding before.
Financial Designs Corporation Tech Stack
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