Quantum Financial Planning Revenue

Financial Services • Spokane, Washington, United States • 11-20 Employees

Quantum Financial Planning revenue & valuation

Annual revenue	$1,071,671
Revenue per employee	$64,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,500,000
Total funding	No funding

Key Contacts at Quantum Financial Planning

Eric Christiansen

Certified Financial Planner® And Owner

Rebecca Strasser

Director Of Business Operations

Micah Coski

Financial Planner, Owner

Tiffany Tucker

Director Of Client Services

Company overview

Headquarters	720 W Boone Ave, STE 100, Spokane, Washington 99201, US
Phone number	+15093286653
Website	quantumplanning.com
NAICS	52
SIC	628
Employees	11-20
Socials

Quantum Financial Planning Email Formats

Quantum Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@quantumplanning.com), used 90.9% of the time.

Format	Example	Percentage
{first initial}	j@quantumplanning.com	90.9%
{first name}	john@quantumplanning.com	9.1%

About Quantum Financial Planning

At Quantum Financial Planning, we proudly point to our clients’ successes as our legacy. As a fee-only, fiduciary Registered Investment Advisor (RIA), we are free to put your needs first and provide unbiased advice. We partner with you for the long run, taking a comprehensive approach to your personal finances so that we help fulfill your needs and goals. Based in Spokane, Washington, we serve clients locally and nationwide. Some of the people we serve are: • Couples and individuals preparing for retirement or already retired • People experiencing significant life transitions • Top-producing real estate professionals Our team has acquired the education and experience so that we can provide objective, informed direction at any critical decision-making juncture. Our team members’ credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Analyst® (CFA), Chartered Retirement Planning Counselor (CRPC®), and Financial Paraplanner Qualified Professional (FPQP®) certifications. In addition to our expertise, we developed our proprietary Quantum Process to provide financial planning that is dynamic and able to adapt to your life’s changes. The Quantum Process is: • Strategic: Your custom financial plan is built around your personal circumstances. • All-encompassing: Our advice goes far beyond your investment portfolio and addresses all areas of your finances. • Ongoing: We systematically review your progress and help verify that you are on track to reach your goals. With this ongoing process, we help you get organized, achieve clarity, and make confident and informed financial decisions. Our goal is to replace financial worry with peace of mind so that you can get back to enjoying your life.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Quantum Financial Planning has 8 employees across 2 departments.

Departments

Number of employees

Funding Data

Quantum Financial Planning has never raised funding before.

Quantum Financial Planning Tech Stack

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

Gravity Forms

Form builders

SiteOrigin Page Builder

Page builders

WP Rocket

Caching

MonsterInsights

Analytics

Cloudflare

CDN

SiteOrigin Widgets Bundle

WordPress plugins

Google Ads

Advertising

PHP

Programming languages

HSTS

Security

WordPress

Blogs

Popup Maker

WordPress plugins

Yoast SEO

SEO

Frequently asked questions

Quantum Financial Planning is located in Spokane, Washington, US.

You can reach Quantum Financial Planning at +15093286653.

Quantum Financial Planning generates an estimated annual revenue of $1,071,671. This revenue figure reflects the company's market position and business performance in its industry.

Quantum Financial Planning has an estimated valuation of $3,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Quantum Financial Planning has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.