Karen Codman - Lunaria Wealth Management and Financial Planning
Financial Services • 
Long Beach, California, United States • 1-10 Employees
Company overview
| Headquarters | 1165 E. San Antonio Dr. Suite G, Long Beach, CA 90807, US |
| Phone number | +15627285858 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Divorce, Financial Planning, Employee Benefit Plans, Insurance (Life And Health), Long-Term Care And Disability |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at Karen Codman - Lunaria Wealth Management and Financial Planning
Karen Codman
CEO
Karen Codman - Lunaria Wealth Management and Financial Planning Email Formats
Karen Codman - Lunaria Wealth Management and Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@karencodman.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@karencodman.com | 100% |
About Karen Codman - Lunaria Wealth Management and Financial Planning
Our firm provides comprehensive fee-based planning and wealth management services to business owners, professionals, and other middle affluent clients. We believe in a comprehensive approach to planning, and provide a panorama of services including our Financial Clarity Planning Process, a full line of diversified investment products, and a complete line of employee benefits packages for small businesses. Using a values based approach, we analyze and plan a client's retirement plan, investment portfolio, income tax strategies, risk management, estate planning and business succession issues. Our recommendations are based on your specific goals, needs, and circumstances. We focus on helping you get to where you need to be to succeed. Securities, insurance products, and investment advisory services offered through FSC Securities Corporation and its affiliates, member FINRA and SIPC, and a registered investment advisor. Certain insurance products are offered by Karen Codman, CA insurance license 0B90642, as a licensed agent independent of FSC. Investments in securities involve risk including the potential loss of principal. http://www.finra.org/ http://www.sipc.org/ http://joinfsc.com/disclosures/socialmedia
Karen Codman - Lunaria Wealth Management and Financial Planning revenue & valuation
| Annual revenue | $11,300,000 |
| Revenue per employee | $5,629,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $36,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Karen Codman - Lunaria Wealth Management and Financial Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Karen Codman - Lunaria Wealth Management and Financial Planning has never raised funding before.
Karen Codman - Lunaria Wealth Management and Financial Planning Tech Stack
Discover the technologies and tools that power Karen Codman - Lunaria Wealth Management and Financial Planning's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Security
JavaScript libraries
Miscellaneous
Analytics
JavaScript libraries
Analytics
United Arab Emirates
![Doctors Club Foundation [doctorsclubfoundation.org]](https://static.prospeo.io/directory-image/company_logo/8672944f-79e0-4dfb-984f-81fbe052e4ff.jpg){kind=logo}
Frequently asked questions
4.8
40,000 users
