StackedLife Financial Strategies
Financial Services • 
Oakland, California, United States • 1-10 Employees
Company overview
| Headquarters | 1111 Broadway, 3rd Floor, Oakland, California 94607, US |
| Phone number | +19292358108 |
| Website | |
| NAICS | 52 |
| Keywords | Finance, 401K, Risk Mitigation, Startups, Financial Planning, Retirement, Retirement Income, Life Insurance, Hard Money Loans, Stock Options, Cash Flow, Tax Reduction, Infinite Banking Concept, Tax Mitigation, Investment Real Estate, College Financing, Startup Investors, Employee Stock Options, College Loans, Prosperity Economics, Startup Employees |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at StackedLife Financial Strategies
John D. Perrings
Managing Director
StackedLife Financial Strategies Email Formats
StackedLife Financial Strategies uses 1 email format. The most common is {first initial} (e.g., j@stackedlife.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@stackedlife.com | 100% |
About StackedLife Financial Strategies
Is it possible to have more cash and improve your retirement outcome at the same time? StackedLife LLC specializes in working with startup employees and investors. We help them create business and family financial strategies that take into account both the unique opportunities and unique set of risks that startup employees and investors face. Startup people need better financial solutions than what the typical financial planning advice provides. Rather than lock their money away for 30 years in 401(k) jail, startup employees and investors would be much better off if they had access to that money during their working years. While, at the same time, lowering taxes, mitigating risk, and creating a retirement fund that will provide more guaranteed, tax-free income in retirement. For Startup Employees * Roll with ups and downs in the economy w a better cash position * Increase potential upside of employee stock options * Improve guarantees on tax-free retirement income * Insure your family against disability and loss of life For Investors and Business Owners * All of the above * Increase returns on cash * Reduce lost opportunity cost with better cash accounts * Mitigate risk of intangible business assets such as cash flow * Increase net after-tax income
StackedLife Financial Strategies 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
Employees by Department
StackedLife Financial Strategies has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
StackedLife Financial Strategies has never raised funding before.
StackedLife Financial Strategies Tech Stack
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