Stine Wealth Management Revenue

Financial Services • Scottsdale, Arizona, United States • 1-10 Employees

Stine Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Stine Wealth Management

Alison Stine

Founder | CERTIFIED FINANCIAL PLANNER® professional | Retirement Income Certified Professional®

Company overview

Headquarters	6991 E Camelback Rd, Suite D-300, Scottsdale, Arizona 85251, US
Phone number	+15614722700
Website	stinewealthmanagement.com
NAICS	52
Founded	2020
Employees	1-10

Stine Wealth Management Email Formats

Stine Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@stinewealthmanagement.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@stinewealthmanagement.com	100%

About Stine Wealth Management

Stine Wealth Management has a focus on putting clients first. Alison enjoys building long-term relationships with her clients and loves to see their plans unfold and adjust as time goes on. She meets with clients face-to-face (or virtually) to help them plan their financial futures. Alison has much experience in retirement planning, risk management, tax-efficient strategies, and helping clients through the 3 phases of wealth: accumulation, distribution, and wealth transfer. Alison prides herself on educating her clients and communicating regularly. Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Stine Wealth Management has never raised funding before.

Stine Wealth Management Tech Stack

Discover the technologies and tools that power Stine Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

GoDaddy

Hosting

Google Workspace

HSTS

Security

Frequently asked questions

Stine Wealth Management is located in Scottsdale, Arizona, US.

You can reach Stine Wealth Management at +15614722700.

Stine Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Stine Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Stine Wealth Management was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Stine Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Stine Wealth Management

Alison Stine

Founder | CERTIFIED FINANCIAL PLANNER® professional | Retirement Income Certified Professional®

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