


Vibrance Wealth Management
Financial Services • Cupertino, California, United States • 1-10 Employees
Company overview
| Headquarters | 19656 Stevens Creek Blvd, Cupertino, California 95014, US |
| Phone number | +14084758883 |
| Website | |
| NAICS | 52 |
| Keywords | Insurance Planning, Retirement Planning, Financial Planning, Corporate Retirement Planning |
| Founded | 2019 |
| Employees | 1-10 |
Key Contact at Vibrance Wealth Management
Lindy Chan Cfp®
President
About Vibrance Wealth Management
Vibrance Wealth Management is an independent boutique wealth management firm in California’s Silicon Valley. We are here to help you grow, preserve and transfer your wealth in a tax-efficient way. At Vibrance Wealth Management, we apply goal-based investing and holistic financial planning to tailored strategic solutions for a select group of individuals, families and corporations with complex financial needs. Our Mission Our mission is to elevate the financial literacy of our clients and promote the importance of financial planning through education and coaching. We believe everyone has a fair chance to gain financial confidence and freedom and we are here to make a positive impact in people’s lives. Our Values Integrity We uphold the highest standards of integrity and always place our clients’ best interests first. Being an independent and fee-based advisory firm, we are not tied to any particular family of funds or investment products. We keep our fees simple and transparent, and our compensation is aligned with your success. Trust At Vibrance Wealth Management, we care about our clients’ financial success and are committed to achieving professionalism and providing exceptional client experiences. Serving successful individuals and businesses in the Silicon Valley for over a decade, we have earned the trust of our clients and have become their financial go-to persons. Passion We believe in what we do and we commit our hearts to inspiring and empowering individuals to have the confidence that they need to achieve financial freedom. Vibrance sends positive frequencies to attract wealth and success.
Vibrance 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Vibrance Wealth Management has never raised funding before.
Vibrance Wealth Management Tech Stack
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Frequently asked questions
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