Financial Journey Partners
Investment Management • 
San Jose, California, United States • 1-10 Employees
Company overview
| Headquarters | 101 Metro Drive, Suite 264, San Jose, CA 95110, US |
| Phone number | +14089632854 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investments, Tax Planning, Wealth Management, Annuities, Retirement Planning, Life Insurance, Financial Planning, Long Term Care Insurance, Estate Planning, Advanced Planning, Investment Management, Retirement Income Planning, Cash Flow Analysis, Education Funding, Social Security Planning, Charitable Giving, 401K Rollover, Socially Responsible Investing, Exchange Traded Funds, Financial Goal Setting, Planning For Long Term Care, Retirement Savings Planning, Active Management Of Investments, Planning For Life After 55, Rsu Esop, Single Stock Diversification |
| Founded | 1986 |
| Employees | 1-10 |
| Socials |
Key Contact at Financial Journey Partners
Elaine Manley
Founder And Wealth Manager
Financial Journey Partners Email Formats
Financial Journey Partners uses 2 email formats. The most common is {first initial} (e.g., j@financialjourney.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@financialjourney.com | 80% |
{first name} | john@financialjourney.com | 20% |
About Financial Journey Partners
Partners in Your Financial Journey® Wealth Managers based in San Jose, California. We help our clients make smart decisions and align their money with their goals so they can enjoy the journey. Who We Are: - 3 Wealth Managers with 5 Support Staff - Fiduciaries - Utilizing Industry Leading Technology - Based in Silicon Valley What We Do: - Deliver Advanced Planning - Actively Manage Portfolios - Strategically Mitigate Taxes - Preserve Wealth and Care for Heirs - Maximize Charitable Impact Who We Serve: - Investors with Company Stock - Professional Women - People Planning for Retirement
Financial Journey Partners revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Financial Journey Partners has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Financial Journey Partners has never raised funding before.
Financial Journey Partners Tech Stack
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