Integrated Planning & Investments

Financial Services • Clovis, California, United States • 1-10 Employees

Company overview

Headquarters	1606 Clovis Ave, Clovis, California 93612, US
Phone number	+15594723656
Website	integrated-plan.com
NAICS	52
Keywords	Tax Planning, Wealth Management, Financial Planning, Retirement, Investment Strategies, Estate Optimization
Founded	2023
Employees	1-10
Socials

Key Contact at Integrated Planning & Investments

Christopher T. Fide

Co-Founder

About Integrated Planning & Investments

Our team focuses on working with physicians, business owners, pre-retirees & retirees. We believe financial planning is an on-going process which requires routine maintenance. Life changes such as getting married, having children, changing jobs, retiring, or selling your business all have ripple effects on your over all financial plan - routine planning helps ensure these transitions are smooth. Advisory services are offered through Integrated Planning & Investments, an Investment Advisor in the State of California. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Jonathan Holt CA Insurance License # 0I64150 & Chris Fide CA Insurance License # 0J04977

Integrated Planning & Investments revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Integrated Planning & Investments has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Integrated Planning & Investments has never raised funding before.

Integrated Planning & Investments Tech Stack

Discover the technologies and tools that power Integrated Planning & Investments's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Frequently asked questions

Integrated Planning & Investments is located in Clovis, California, US.

You can reach Integrated Planning & Investments at +15594723656.

Integrated Planning & Investments was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Integrated Planning & Investments has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Integrated Planning & Investments

Christopher T. Fide

Co-Founder

4.8

40,000 users