Prospettiva Financial

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

Company overview

Headquarters	22 Battery St, Suite 426, San Francisco, California 94111, US
Phone number	+14153628636
Website	prospettivafinancial.com
NAICS	52
SIC	628
Keywords	Estate Planning, Retirement Planning, Financial Planning, Tax Planning, Investment Portfolio Management
Founded	2005
Employees	1-10
Socials

Key Contact at Prospettiva Financial

Sean Fletcher

Founder

Prospettiva Financial Email Formats

Prospettiva Financial uses 2 email formats. The most common is {first initial} (e.g., j@prospettivafinancial.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@prospettivafinancial.com	75%
{first name}	john@prospettivafinancial.com	25%

About Prospettiva Financial

Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits. Founded in 2005, Registered Investment Advisor (RIA) Prospettiva serves as your thinking partner, providing you with objective advice and long-term perspective as you work toward achieving your financial, familial, and philanthropic goals. Prospettiva (prospet’ tiva): Italian; noun, fem, 1. perspective; perspective over time 2. view; in perspective “La prospettiva è di tale natura ch’ella fa parere il piano rilievo.” (Leonardo da Vinci) The art of perspective is of such a nature as to make what is flat appear in relief. 3. prospects “Che prospettive hai?” What are your prospects? 4. distinguished independent financial planning firm headquartered in San Francisco, California, offering fiercely objective advice and an integrated long-term perspective for clients nationwide. Prospettiva's partners, both CERTIFIED FINANCIAL PLANNERS™, each have over 25 years of experience in financial services. They are dedicated to making the world a better place.

Prospettiva Financial revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Prospettiva Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Prospettiva Financial has never raised funding before.

Prospettiva Financial Tech Stack

Discover the technologies and tools that power Prospettiva Financial's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Site Kit

Analytics

Download Monitor

WordPress plugins

Google Maps

Maps

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

Frequently asked questions

Prospettiva Financial is located in San Francisco, California, US.

You can reach Prospettiva Financial at +14153628636.

Prospettiva Financial was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Prospettiva Financial

Sean Fletcher

Founder

4.8

40,000 users