Golden Bell Financial Planning
Financial Services • 
Alpharetta, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | Alpharetta, Georgia, United States |
| Website | |
| NAICS | 52 |
| Founded | 2019 |
| Employees | 1-10 |
Key Contact at Golden Bell Financial Planning
Jason Lina
Founder, Lead Advisor
Golden Bell Financial Planning Email Formats
Golden Bell Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@goldenbellfp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@goldenbellfp.com | 100% |
About Golden Bell Financial Planning
Golden Bell was founded to break from the model of taking on more and more clients at the expense of personalized service and advice. To do things differently, we set a hard limit on the number of clients. That’s our commitment to personalized service. Our pledge is to be candid in our advice, to tell you what you need to hear rather than what you want to hear, to be realistic about expectations, to be transparent about any conflicts, and to be honest about what we know and what we don't know. We focus on the totality of your finances with an aspiration to help frame your financial decisions, educate you on the options and potential outcomes, cogently explain what we would do if in your shoes, and then help you to implement.
Golden Bell Financial 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
Employees by Department
Golden Bell Financial Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Golden Bell Financial Planning has never raised funding before.
Golden Bell Financial Planning Tech Stack
Discover the technologies and tools that power Golden Bell Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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Appointment scheduling
Spain
Italy
Frequently asked questions
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