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Shift Financial Planning

Shift Financial Planning Email Formats

Financial ServicesFlag of US1501 Belvedere Rd, Suite 500-517, United States1-10 Employees

Shift Financial Planning Email Formats

Shift Financial Planning uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@shiftfg.com), used 66.7% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@shiftfg.com
66.7%
{first name}
john@shiftfg.com
33.3%

Key Contact at Shift Financial Planning

Flag of US

Michael Piccoli

Founder

Company overview

Headquarters1501 Belvedere Rd, Suite 500-517, West Palm Beach, Florida 33406, US
Phone number+15615104313
Website
NAICS52
Founded2015
Employees1-10

About Shift Financial Planning

Our clients want technology‑driven, talk-to-a-cool-human, ask dumb questions, no BS, specific-to-your-life, yeah-but-I-don't-really-have-time-for-this, financial guidance and accountability. For $97 a month, get to know your financial self and make changes with confidence. You think about money all the time. Let’s do something about it.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Shift Financial Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Shift Financial Planning has never raised funding before.

Frequently asked questions

Shift Financial Planning is located in 1501 Belvedere Rd, Suite 500-517, US.
You can reach Shift Financial Planning at +15615104313.
Shift Financial Planning was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.
Shift Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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