Gordon Oak Financial

Financial Services • Plano, Texas, United States • 1-10 Employees

Company overview

Headquarters	Plano, Texas, United States
Website	gordonoakfinancial.com
NAICS	52
Keywords	Investments, Retirement Planning, Tax Planning, Comprehensive Financial Planning
Founded	2021
Employees	1-10

Key Contact at Gordon Oak Financial

Jeff Wang

Founder & CEO

Gordon Oak Financial Email Formats

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

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

About Gordon Oak Financial

Our mission is to provide individuals of all socio-economic backgrounds with the necessary resources to maximize their financial wellbeing. To achieve this, we work with companies to provide their employees with unlimited access to their own certified financial planner as an employee benefit and an environment where they can feel comfortable asking any questions relating to their personal finances, no matter how simple or complex. We can help employees address any questions relating to the following - • Budgeting • Debt • Estate • Investments • Insurance • Retirement • Taxes In addition, we provide comprehensive financial planning services for individuals as private clients. We look forward to the opportunity to work with you and your company!

Gordon Oak Financial 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

C-Suite

Employees by Department

Gordon Oak Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Gordon Oak Financial has never raised funding before.

Gordon Oak Financial Tech Stack

Discover the technologies and tools that power Gordon Oak Financial's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Lodash

JavaScript libraries

Next.js

JavaScript frameworks

Node.js

Programming languages

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Sanity

CMS

Netlify

CDN

Webpack

Miscellaneous

Frequently asked questions

Gordon Oak Financial is located in Plano, Texas, US.

Gordon Oak Financial was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Gordon Oak Financial

Jeff Wang

Founder & CEO

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