


Secure Financial Management
Financial Services • San Antonio, Texas, United States • 11-20 Employees
Company overview
| Headquarters | 4630 De Zavala Rd, San Antonio, Texas 78249, US |
| Phone number | +12839340 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Insurance, Investment Management, 401K Administration/Asset Management, Life Transition/Estate Planning |
| Founded | 2011 |
| Employees | 11-20 |
| Socials |
Key Contact at Secure Financial Management
Bianca Gonzalez
Senior Vice President of Operations
Secure Financial Management Email Formats
Secure Financial Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@sfmplanning.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sfmplanning.com | 75% |
{first name}{last name} | johndoe@sfmplanning.com | 25% |
About Secure Financial Management
We Make Retirement Happen™
Secure Financial Management revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Secure Financial Management has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Secure Financial Management has never raised funding before.
Secure Financial Management Tech Stack
Discover the technologies and tools that power Secure Financial Management's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
Security
Form builders
JavaScript libraries
Video players
Analytics
JavaScript libraries
Maps
JavaScript libraries
CDN
Font scripts
Frequently asked questions
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