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Sportfishing Financial

Sportfishing Financial

Investment ManagementFlag of USSan Juan Capistrano, California, United States1-10 Employees

Company overview

Headquarters30448 Rancho Viejo Road, Suite 105, San Juan Capistrano, California(CA) 92672, US
Phone number+19494811807
Website
NAICS5231
SIC628
Keywords
Wealth Management, Investment, College Funding, 401(K) Solutions
Employees1-10
Socials

Key Contact at Sportfishing Financial

Flag of US

Rick Jensen

Founder and Wealth Manager

Sportfishing Financial Email Formats

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

FormatExamplePercentage
{first initial}
j@sportfishingfinancial.com
100%

About Sportfishing Financial

At Sportfishing financial, we play hard on the water, but we also work tirelessly to help you achieve financial success. Our team offers clients a value proposition that we believe is unmatched. A CLIENT FOCUS We place our clients' interests above all else—and our business structure backs up those words. As an independent Registered Investment Advisor, we are legally obligated to act in clients' best interests at all times. Furthermore, we are a fee-based advisor, which eliminates potential conflicts of interest. Our sole focus is your success. WORLD-CLASS INVESTING In an industry obsessed with finding shortcuts to success, we adhere to an approach that is firmly grounded in evidence, research and proven results. We build customized portfolios using the funds of renowned investment management firm Dimensional Fund Advisors (DFA). DFA is widely respected within the advisory industry for its unique approach to capturing market returns while minimizing portfolio risk. UNDERSTANDING YOUR NEEDS We share with all of our clients an affinity for sportfishing. But we also understand that each client has unique needs and goals. We develop personal relationships with our clients and take the time to understand their situation, their concerns, and their aspirations in depth. That understanding guides every decision we make and every piece of advice we offer. We take our clients' success seriously.

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Sportfishing Financial revenue & valuation

Annual revenue$215,441
Revenue per employee$216,000
Estimated valuation?$689,411
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Sportfishing Financial has never raised funding before.

Sportfishing Financial Tech Stack

Discover the technologies and tools that power Sportfishing Financial's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Apache HTTP Server

Web servers

Joomla

Joomla

CMS

UIKit

UIKit

UI frameworks

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

PHP

PHP

Programming languages

Google Analytics

Google Analytics

Analytics

Twitter

Twitter

Widgets

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Frequently asked questions

Sportfishing Financial is located in San Juan Capistrano, California, US.
You can reach Sportfishing Financial at +19494811807.
Sportfishing Financial 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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