Owl and Ore Wealth Planning
Financial Services • 
Pleasant Hill, California, United States • 1-10 Employees
Company overview
| Headquarters | 3478 Buskirk Ave, Pleasant Hill, California 94523, US |
| Phone number | +19257199297 |
| Website | |
| NAICS | 52 |
| Keywords | College Planning, Retirement Planning, Retirement Income Strategies, Fee Only Financial Planning, Estate And Legacy Planning |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Owl and Ore Wealth Planning
Greg Gorski
Owner and Certified Financial Planner™
Owl and Ore Wealth Planning Email Formats
Owl and Ore Wealth Planning uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@owlandore.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@owlandore.com | 100% |
About Owl and Ore Wealth Planning
Owl & Ore Wealth Planning is a Fee Only Financial Advisory practice, supporting clients through all phases of financial life. Specializing in multi-generational wealth planning, retirement income planning and gifting, we work with entire families to help every generation reach their personal financial goals. Whether you have one or many financial goals and need help deciphering your options, Owl & Ore can help you navigate the financial decision making process. To learn more about Owl & Ore Wealth Planning, please visit https://www.owlandore.com/ Owl and Ore LLC is a Registered RIA doing business as Owl & Ore Wealth Planning.
Owl and Ore Wealth 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
Funding Data
Owl and Ore Wealth Planning has never raised funding before.
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