Sherpa Financial Advisors Revenue

Financial Services • Irvine, California, United States • 1-10 Employees

Sherpa Financial Advisors revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Sherpa Financial Advisors

Mike Spieler

President | Financial Advisor

Company overview

Headquarters	15707 Rockfield Blvd, Suite 125, Irvine, California 92618, US
Phone number	+19499162661
Website	sherpafa.com
NAICS	52
SIC	628
Founded	1990
Employees	1-10

Sherpa Financial Advisors Email Formats

Sherpa Financial Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sherpafa.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sherpafa.com	100%

About Sherpa Financial Advisors

Now that you've reached your next level of success, you need solutions. Life and finances are more complicated and you know there is more you should consider but you don't know where to start. There is a lot going on with your finances and you need help understanding the big picture. Through The Sherpa Expedition we work collaboratively with other professional advisors - including attorneys, CPAs and insurance specialists – and together we consider all aspects of your financial affairs across seven inter-dependent life dimensions as we discuss areas such as your social relationships, family structure and dynamics, emotional health, hobbies, future income potential, businesses or real estate you own, tax/estate/insurance concerns and desire to make an impact with your time and money. This coordination is an important, though frequently overlooked, component to achieving financial success and is what can make working with Sherpa unique and more effective. ******************************************************************************* Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory services offered through Strategic Blueprint LLC. SFA and Strategic Blueprint are affiliated through common ownership but otherwise unaffiliated with Sherpa Financial Advisors. Investments in securities involve risk, including the potential loss of principal invested. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Sherpa Financial Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sherpa Financial Advisors has never raised funding before.

Frequently asked questions

Sherpa Financial Advisors is located in Irvine, California, US.

You can reach Sherpa Financial Advisors at +19499162661.

Sherpa Financial Advisors generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Sherpa Financial Advisors has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sherpa Financial Advisors was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Sherpa Financial Advisors

Mike Spieler

President | Financial Advisor

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