Second 50 Financial
Financial Services • 
United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +14242601551 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Second 50 Financial
Katie Neill
Director of Financial Planning
Second 50 Financial Email Formats
Second 50 Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@second50financial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@second50financial.com | 100% |
About Second 50 Financial
Second 50 Financial, LLC specializes in designing personalized lifetime income plans that will support your future and create the potential for opportunities to enjoy your Second 50 years even more than you ever thought possible. Co-Founded by Kathleen Adams, CFP® CPWA® and David Swift, CIMA®, we offer our proprietary financial plan process, Lifestyle Preservation Planning, for a separate fee from Wealth Management, so you can choose how we work together. Second 50 Financial, LLC is an investment advisor registered with the United States Securities and Exchange Commission.
Second 50 Financial revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Second 50 Financial has never raised funding before.
Second 50 Financial Tech Stack
Discover the technologies and tools that power Second 50 Financial's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
CDN
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