


Financial Optimist Email Formats
Financial Services • St Petersburg, Florida, United States • 1-10 Employees
Financial Optimist Email Formats
Financial Optimist uses 1 email format. The most common is {first initial} (e.g., j@financialoptimist.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@financialoptimist.com | 100% |
Key Contact at Financial Optimist
Jorge Soriano
Founder & CEO
Company overview
| Headquarters | St Petersburg, Florida, United States |
| Phone number | +18133692391 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Planning, Comprehensive, Ongoing, Irs Enrolled Agent, Advice-Only, Cfp® Professional, Tax Planning + Prep Services |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
About Financial Optimist
At Financial Optimist, we are committed to offering you unbiased financial advice while empowering you with actionable steps to prosper financially. This is a judgment-free zone, and we are here to listen and truly understand your situation and goals. We serve our clients with integrity and care because relationships are the foundation of everything we do together. Our firm is proud to give back to the community through financial literacy workshops, educational webinars, and pro-bono financial planning services. That is why the heart of our core mission is to do good: Good for your finances. Good for your family. Good for our community. You can read more about our Promise For G.O.O.D on our website.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Financial Optimist has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Financial Optimist has never raised funding before.
Financial Optimist Tech Stack
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Miscellaneous
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Frequently asked questions
4.8
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