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Firenze Wealth Management

Firenze Wealth Management Email Formats

Financial ServicesFlag of US16083 SW Upper Boones Ferry Rd, Suite 250, United States1-10 Employees

Firenze Wealth Management Email Formats

Firenze Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@firenzewealth.com), used 55.6% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@firenzewealth.com
55.6%
{first name}.{last name}
john.doe@firenzewealth.com
44.4%

Key Contacts at Firenze Wealth Management

Flag of US

Carrie Mullins

Ceo & Wealth Advisor

Flag of US

Elsa Marcotte

Director Of Operations

Company overview

Headquarters16083 SW Upper Boones Ferry Rd, Suite 250, Tigard, Oregon 97224, US
Phone number+15039636555
Website
NAICS52
Keywords
Risk Management, Retirement Planning, Financial Planning, Investment Management, Retirement Distribution
Founded2019
Employees1-10
Socials

About Firenze Wealth Management

Founding Owners, Carrie Mullins and Sara Tanner developed their vision for Firenze Wealth Management on a trip to the birthplace of the Renaissance, Florence, Italy. The concepts of combining math, art, science, literature and physical health provided the backdrop of creating an entirely independent and holistic financial services firm. At Firenze Wealth Management our core values are evident in the work we have done throughout our combined almost 90 years of experience. Our commitment to our clients is to provide honest, thoughtful care that will stand as the cornerstone to their financial growth and security. It is our objective to be the premier financial services firm providing holistic solutions to help navigate and thrive today and in the future. If you wish to contact us for business reasons, please use the following email address: info@firenzewealth.com. We cannot respond to any communications or questions about the financial services industry via LinkedIn. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with Firenze Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

Firenze Wealth Management has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Firenze Wealth Management has never raised funding before.

Firenze Wealth Management Tech Stack

Discover the technologies and tools that power Firenze Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

lit-element

lit-element

JavaScript libraries

Google Maps

Google Maps

Maps

scrollreveal

scrollreveal

JavaScript libraries

lit-html

lit-html

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

FMG Suite

FMG Suite

Marketing automation

Frequently asked questions

Firenze Wealth Management is located in 16083 SW Upper Boones Ferry Rd, Suite 250, US.
You can reach Firenze Wealth Management at +15039636555.
Firenze Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Firenze Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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