Financial Planning Advocate
Professional Training and Coaching • 
Kennesaw, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 1230 Valley Reserve Dr NW, Kennesaw, Georgia 30152, US |
| Website | |
| NAICS | 6114 |
| SIC | 628 |
| Founded | 2001 |
| Employees | 1-10 |
| Socials |
Key Contact at Financial Planning Advocate
Susan M. Tillery
Co-Owner
Financial Planning Advocate Email Formats
Financial Planning Advocate uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@fpadvocate.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@fpadvocate.com | 100% |
About Financial Planning Advocate
The mission of FPAdvocate is to provide the CPA financial planner with the tools to guide them in reimagining what it means to serve as their client’s advocate and trusted advisor, as well as reimagine new possibilities for their firm. Providing boots on the ground support, coaching, mentoring and instruction to build and implement their personal financial planning practice. When posts appear from Paraklete Financial, Inc.: Paraklete® Financial, Inc. (Paraklete) social media profiles are for informational purposes only, and their content is not an offer to sell nor a solicitation to buy securities. The information on social media sites should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Third-party posts that appear on social media sites have not been reviewed or approved by Paraklete for completeness or accuracy. Information written by third parties does not necessarily reflect the views or opinions of Paraklete or its affiliates.
Financial Planning Advocate revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Professional Training and Coaching industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Financial Planning Advocate has never raised funding before.
Financial Planning Advocate Tech Stack
Discover the technologies and tools that power Financial Planning Advocate's digital infrastructure, from frameworks to analytics platforms.
Security
Security
Analytics
Form builders
Page builders
JavaScript libraries
CDN
Payment processors
JavaScript libraries
Miscellaneous
Programming languages
Hong Kong
Spain
Canada
Frequently asked questions
4.8
40,000 users
