Tailored Paraplanning
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Tailored Paraplanning
Justin Falzone
Founder/Virtual Paraplanner
About Tailored Paraplanning
At Tailored Paraplanning, we help financial advisors spend more time with their clients and less time buried in plan prep, software, and administrative work. Founded by Justin Falzone, CFP®, we provide personalized and efficient behind-the-scenes support that fits seamlessly into your practice. We assist with everything from building base plans in eMoney or RightCapital to reviewing tax returns, preparing meeting agendas, creating client deliverables, and keeping your CRM organized. There’s no need to hire or train full-time staff. You get experienced, CFP® level support when and where you need it, so you can stay focused on delivering great advice and growing your business.
Tailored Paraplanning 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Tailored Paraplanning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Tailored Paraplanning has never raised funding before.
Australia
United Kingdom
Frequently asked questions
4.8
40,000 users
