Planning Within Reach

Financial Services • San Diego, California, United States • 1-10 Employees

Company overview

Headquarters	550 West B Street, 4th Floor, #142, San Diego, CA 92101, US
Phone number	+16195679306
Website	planningwithinreach.com
NAICS	52
SIC	628
Keywords	Comprehensive Financial Planning, Tax Planning, Impact Investing, SRI, Retirement Planning, ESG, Socially Responsible Investing, Fee-Only Financial Planning, Families With Young Children
Founded	2012
Employees	1-10
Socials

Key Contact at Planning Within Reach

Linda Rogers

Owner and Advisor

Planning Within Reach Email Formats

Planning Within Reach uses 1 email format. The most common is {first initial} (e.g., j@planningwithinreach.com), used 100% of the time.

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

About Planning Within Reach

Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning and ongoing impact-focused investment management in San Diego and nationwide. PWR is a woman-owned firm that specializes in busy professionals and impact investors. Planning Within Reach, LLC and their advisors do not receive commissions and do not hold any insurance licenses or brokerage relationships.

Planning Within Reach 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

Founder/Owner

Funding Data

Planning Within Reach has never raised funding before.

Planning Within Reach Tech Stack

Discover the technologies and tools that power Planning Within Reach's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

GoDaddy

Hosting

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

core-js

JavaScript libraries

Google Analytics

Analytics

Frequently asked questions

Planning Within Reach is located in San Diego, California, US.

You can reach Planning Within Reach at +16195679306.

Planning Within Reach was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Planning Within Reach

Linda Rogers

Owner and Advisor

4.8

40,000 users