Financial Transitionist Institute® Email Formats

Financial Services • Palm Beach Gardens, Florida, United States • 1-10 Employees

Financial Transitionist Institute® Email Formats

Financial Transitionist Institute® uses 1 email format. The most common is {first initial} (e.g., j@financialtransitionist.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@financialtransitionist.com	100%

Key Contacts at Financial Transitionist Institute®

Lisa Allen

Chief Executive Officer

Alexi Gilmore-Manookian

Director - Learning Experience

Judith H. Rhodes

Director Of Membership Development And Training

Company overview

Headquarters	10 Huntly Circle, Palm Beach Gardens, Florida 33418, US
Website	financialtransitionist.com
NAICS	52
SIC	628
Keywords	Divorce, Transformation, Retirement, Marriage, Women In Transition, Client Engagement, Families In Transition, Inheritance, Sale Of Business, Ceft® Training, Financial Transitions Planning, Long Life Planning, Major Life Eevents, Widowhood, Windfall, Legal Settlement, Custom Financial Advisor Group Training
Employees	1-10
Socials

About Financial Transitionist Institute®

Transitions drive our profession. The Financial Transitionist Institute® (“FTI”) has pioneered financial life transitions planning for 25 years. *Financial advisors may earn the Certified Financial Transitionist® (CeFT®) designation and learn the science-based approach built by planners, for planners. It’s practical, repeatable, and universal—and rigorously tested with clients across all walks of life. *FTI also provides custom industry training programs for financial advisors through our professional development division. Contact info@financialtransitionist.com for details. *If you are an individual looking for guidance while you move through your own major life events, please visit our parent company, SuddenMoney.com. We understand the challenges of adapting to major life changes and we’ve been helping people just like you for over 25 years. If you’re ready to contact a financial advisor, you can go directly to our Certified Financial Transitionist® Directory at www.SuddenMoney.com.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

C-Suite

Employees by Department

Financial Transitionist Institute® has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Financial Transitionist Institute® has never raised funding before.

Financial Transitionist Institute® Tech Stack

Discover the technologies and tools that power Financial Transitionist Institute®'s digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

CDN

Cloudflare Bot Management

Security

Vimeo

Video players

Wistia

Video players

Hello Bar

Widgets

Cloudflare

CDN

jQuery

JavaScript libraries

Kajabi

Ecommerce

Google Analytics

Analytics

Bootstrap

UI frameworks

Moment.js

JavaScript libraries

Hostgator

Hosting

Frequently asked questions

Financial Transitionist Institute® is located in Palm Beach Gardens, Florida, US.

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