Financial Pointe Email Formats
Financial Services • 
3323 Old Conejo Road, Thousand Oaks, United States • 11-20 Employees
Financial Pointe Email Formats
Financial Pointe uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@financialpointe.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@financialpointe.com | 66.7% |
{first initial}{last name} | jdoe@financialpointe.com | 33.3% |
Key Contact at Financial Pointe
Steve Thomas
Owner
Company overview
| Headquarters | 3323 Old Conejo Road, Thousand Oaks, CA 91320, US |
| Phone number | +16192409 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Planning, Insurance Planning, Estate Planning, Stock Option Planning, College Planning And Tax Planning |
| Founded | 2004 |
| Employees | 11-20 |
| Socials |
About Financial Pointe
Our Mission: To deliver exceptional service while creating and implementing a comprehensive financial plan to help our clients feel confident, free, and successful. Our Clients: Our clients are successful people who have not had the time, expertise, or inclination to manage their finances as professionally as they manage their careers and businesses. They are experiencing a gap among the services offered by traditional advisors…we assist them in filling that gap. We serve a great variety of individuals and businesses from throughout Southern California, including but not limited to: Physicians, Executives, CPA’s, Attorneys, Widows, Divorcees, Mature Families, and Business Owners. We serve clients from throughout the Southland, including Ventura County, Los Angeles, the San Fernando Valley, Conejo Valley, Thousand Oaks, Newbury Park, Westlake Village, Agoura Hills, Calabasas, Malibu, Simi Valley, Moorpark, and other nearby communities. Financial Pointe www.financialpointe.com 805-499-3570 Securities and investment advisory services offered through SagePointFinancial Inc. member FINRA and SIPC - registered investment advisor Securities may lose value. Not FDIC/NCUA insured. Not bank or credit union generated. Financial Pointe is not affiliated with SagePoint Financial Inc. or registered as a broker/dealer or investment advisor. SagePoint Financial Inc. does not offer tax advice.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Pointe has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Financial Pointe has never raised funding before.
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