FWJ Planning
Financial Services • 
White Oak, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | White Oak, North Carolina, United States |
| Website | |
| NAICS | 52 |
| Keywords | Investment Advice, Tax Planning, Retirement Planning, Cross-Border Planning |
| Founded | 2022 |
| Employees | 1-10 |
Key Contact at FWJ Planning
Rupa Pereira
Owner and Lead Financial Planner
About FWJ Planning
Are you having a hard time keeping up with financial jargon and an ever changing tax landscape? Are you seeking a planner that combines lived experiences with financial expertise in building a comprehensive plan? Our mission at FWJ Planning is to help immigrant families live lives filled with joy - through financial planning. We offer service models that vary from a ground-up comprehensive approach to your financial situation - building a holistic plan, to a monthly retainer model serving as your CFO to specific needs-based project services.
FWJ Planning revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
FWJ Planning has never raised funding before.
FWJ Planning Tech Stack
Discover the technologies and tools that power FWJ Planning's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Appointment scheduling
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Canada
Kenya
Frequently asked questions
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