Financial Life Dimensions Revenue

Financial Services • Longview, Washington, United States • 1-10 Employees

Financial Life Dimensions revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Financial Life Dimensions

Gina Fugazi Pafundi

Co-founder, Vice President & Branch Operations Manager

Company overview

Headquarters	1516 Hudson St, Suite 202, Longview, Washington 98632, US
Phone number	+18776403380
Websites	financiallifedimensions.com financialdimensionsnw.com
NAICS	52
Keywords	Insurance, Financial Planning, Estate Planning, Investment Management
Founded	2010
Employees	1-10
Socials

About Financial Life Dimensions

We are a small, independent wealth advisory firm specializing in financial planning and wealth management. We believe our clients are not a number on a statement. Real wealth can be created and maintained when the larger self is understood. Each person has a unique life journey and their experiences have taught them certain realities. If your financial strategy does not acknowledge, leverage, and complement your uniqueness, we don’t believe it gives you the best opportunity of achieving long term success. James Pafundi started his career in 1996 and spent the next few years at smaller firms. In 1998, he began working for larger institutional firms such as Prudential Securities, UBS, and Wells Fargo, and eventually he went independent in 2010. In 2011, his wife and partner would leave her 20 year position at Wells Fargo Wealth Management to work with James full time in their own wealth management company, Financial Life Dimensions. Today we serve clients from all over the country, but spend the majority of our time traveling to see clients in the PNW, the Bay Area, and San Diego. Securities and advisory services offered through LPL Financial. Member FINRA/SIPC.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Financial Life Dimensions has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Financial Life Dimensions has never raised funding before.

Frequently asked questions

Financial Life Dimensions is located in Longview, Washington, US.

You can reach Financial Life Dimensions at +18776403380.

Financial Life Dimensions generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Financial Life Dimensions has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Financial Life Dimensions was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Financial Life Dimensions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Financial Life Dimensions

Gina Fugazi Pafundi

Co-founder, Vice President & Branch Operations Manager

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