Plumb Financial Email Formats

Financial Services • • 1-10 Employees

Plumb Financial Email Formats

Plumb Financial uses 1 email format. The most common is {first name} (e.g., john@plumb-financial.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@plumb-financial.com	100%

Key Contact at Plumb Financial

Lisa Ward

Wealth Advisor, Founder and CEO

Company overview

Headquarters	XX
Website	plumb-financial.com
NAICS	52
Founded	2025
Employees	1-10

About Plumb Financial

At Plumb Financial, we help you create a personalized, long-term financial plan tailored to your unique goals and aspirations. Your blueprint with Plumb Financial Just as a builder relies on a plumb bob for accuracy, we take a measured approach to financial planning. Our focus is on curating a well-structured strategy that aligns with your goals, and provides a strong foundation to preserve and cultivate your future. Built to Last Our process adheres to the “Practice Standards for the Financial Planning Process” established by the Certified Financial Planner™ Board’s Code of Ethics and Standards of Conduct, ensuring a sturdy and reliable foundation for your financial future.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Plumb Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Plumb Financial has never raised funding before.

Frequently asked questions

Plumb Financial is located in XX.

Plumb Financial was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Plumb Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Plumb Financial

Lisa Ward

Wealth Advisor, Founder and CEO

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