RetirementDNA

Financial Services • Escondido, California, United States • 11-20 Employees

Company overview

Headquarters	533 S Vinewood St, Escondido, California 92131, US
Phone number	+18582168144
Websites	digitalstoryteller.io retirementdna.com
NAICS	52
SIC	641
Keywords	401K, Deferred Compensation, Financial Education, Retirement Plans, Executive Benefits
Founded	2004
Employees	11-20
Socials

Key Contacts at RetirementDNA

Melissa Marin

Managing Director

Michael Mcdaid

Managing Director | Wealth Manager

Mika Rodriguez

Director Of Client Services

RetirementDNA Email Formats

RetirementDNA uses 3 email formats. The most common is {last name}{last name} (e.g., doedoe@retirementdna.com), used 50% of the time.

Format	Example	Percentage
{last name}{last name}	doedoe@retirementdna.com	50%
{first initial}{last name}	jdoe@retirementdna.com	41.7%
{first name}{last name}	johndoe@retirementdna.com	8.3%

About RetirementDNA

RetirementDNA provides comprehensive retirement plan financial advisory services, employee financial wellness educations services, and private wealth management. For over 10 years, RetirementDNA has served as the Premier Supplier of investment and retirement plans to members of Biocom California, the worlds largest life science association. www.biocom.org. Headquartered in the leading U.S. biotech center, San Diego, California, RetirementDNA is uniquely qualified to meet the specialized needs of start-up, private and growing, and public companies that demand flexibility in their retirement and compensation programs. RetirementDNA delivers process-driven solutions through a collaborative platform of best-of-breed services including: Company sponsored retirement programs Executive benefits and deferred compensation Employee Financial Wellness Education Personal Wealth Management Services https://retirementdna.digitalstoryteller.io/disclosures/

RetirementDNA revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

RetirementDNA has 8 employees across 3 departments.

Departments

Number of employees

Funding Data

RetirementDNA has never raised funding before.

Frequently asked questions

RetirementDNA is located in Escondido, California, US.

You can reach RetirementDNA at +18582168144.

RetirementDNA was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

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