Tailored Financial Planning Revenue
Financial Services • 
Eugene, Oregon, United States • 1-10 Employees
$
Tailored Financial Planning 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 Tailored Financial Planning
Stacy Dervin
Founder, Financial Planner
Company overview
| Headquarters | Eugene, Oregon, United States |
| Phone number | +15413210715 |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
| Socials |
Tailored Financial Planning Email Formats
Tailored Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@tailoredfp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@tailoredfp.com | 100% |
About Tailored Financial Planning
Stacy Dervin, CFA, CFP® is a Eugene, OR Fee-Only financial advisor providing financial planning and investment management services.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Founder/Owner
Funding Data
Tailored Financial Planning has never raised funding before.
France
Netherlands
Frequently asked questions
Tailored Financial Planning is located in Eugene, Oregon, US.
You can reach Tailored Financial Planning at +15413210715.
Tailored Financial Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.
Tailored Financial Planning 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.
Tailored Financial Planning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Tailored Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
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