Life By Design Investment Advisory Services
Financial Services • 
34179 Golden Lantern St, 102, United States • 1-10 Employees
Company overview
| Headquarters | 34179 Golden Lantern St, 102, Dana Point, California 92629, US |
| Phone number | +17145414180 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Investment Advisory, Generational Wealth Planning |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
Key Contact at Life By Design Investment Advisory Services
Monique Marshall
President & Founder
Life By Design Investment Advisory Services Email Formats
Life By Design Investment Advisory Services uses 2 email formats. The most common is {first initial} (e.g., j@lbdias.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lbdias.com | 75% |
{first name} | john@lbdias.com | 25% |
About Life By Design Investment Advisory Services
Life By Design Investment Advisory Services specializes in Retirement Wealth Management, simplifying the process of aligning your goals with your financial plan. Our holistic approach goes beyond traditional asset management, focusing on immediate and long-term needs, effective tax strategies, and ensuring plan protection for the longevity and growth of your wealth. Partnering with us means choosing a firm that not only understands the intricacies of wealth management but also deeply values and incorporates your personal aspirations and unique life narratives into every financial strategy. Learn more at www.LBDIAS.com Life by Design Investment Advisory Services is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies, and or Insurance products. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Life By Design Investment Advisory Services revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Life By Design Investment Advisory Services has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Life By Design Investment Advisory Services has never raised funding before.
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