Two Palms Financial Revenue

Financial Services • San Clemente, CA 92672, United States • 1-10 Employees

Two Palms Financial 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 Two Palms Financial

Dan Costigan

Founder & Wealth Advisor

Company overview

Headquarters	San Clemente, CA 92672, United States
Website	twopalmsfinancial.com
NAICS	52
Founded	2024
Employees	1-10
Socials

Two Palms Financial Email Formats

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

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

About Two Palms Financial

Two Palms Financial supports the unique challenges of today’s small business owners. We address business owners’ personal and business needs with greater customization, deeper planning, closer attention to personal priorities, and more flexible fees (no minimum assets required). The Two Palms framework is crucial for business owners to thrive both personally and professionally as it refocuses their attention on higher-impact and more meaningful decisions. We are a fee-only RIA which means your fee is our only form of compensation. We do not receive kickbacks, handouts etc. Our sole motivation is to act in the best interests of our clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Two Palms Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Two Palms Financial has never raised funding before.

Frequently asked questions

Two Palms Financial is located in San Clemente, CA 92672, US.

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

Two Palms Financial 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.

Two Palms Financial was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Two Palms Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Two Palms Financial

Dan Costigan

Founder & Wealth Advisor

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