Rule72 Financial

Investment, Funds and Trusts • Cascades, Virginia, United States • 1-10 Employees

Company overview

Headquarters	Cascades, Virginia, United States
Website	rule72financial.com
Keywords	Financial Planning, Investment Advisor, Inherited Wealth, Charitable Donor Advised Funds, Employee Benefits As Financial Planning, Veterans And Government Employees
Founded	2021
Employees	1-10

Key Contact at Rule72 Financial

David Miller

Founder & Principal Financial Planner

Rule72 Financial Email Formats

Rule72 Financial uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@rule72financial.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@rule72financial.com	100%

About Rule72 Financial

Hi, I'm David. I founded Rule72 Financial LLC to provide objective and bespoke advice, enabling people to face the future with confidence. As an entrepreneur and business owner, I work with others, especially military veteran entrepreneurs and business owners. My main goal is to help people find creative ways to plan for their lives. I do this by organizing clients' finances, developing adaptable life plans, and achieving financial independence through sustainable and flexible income streams. I've been advising high-net-worth clients since 2018, gaining experience at a large advisory firm. Based in Virginia near Washington, D.C., I enjoy working with clients locally and globally. I served and retired from the US Air Force, with my final tour in the DC area. Outside of work, I enjoy visiting local museums and battlefields and am a member of several charitable organizations that support them.

Rule72 Financial revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Rule72 Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Rule72 Financial has never raised funding before.

Frequently asked questions

Rule72 Financial is located in Cascades, Virginia, US.

Rule72 Financial was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Rule72 Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Rule72 Financial

David Miller

Founder & Principal Financial Planner

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