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Vibrance Wealth Management

Vibrance Wealth Management

Financial ServicesFlag of USCupertino, California, United States1-10 Employees

Company overview

Headquarters19656 Stevens Creek Blvd, Cupertino, California 95014, US
Phone number+14084758883
Website
NAICS52
Keywords
Insurance Planning, Retirement Planning, Financial Planning, Corporate Retirement Planning
Founded2019
Employees1-10

Key Contact at Vibrance Wealth Management

Flag of US

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.

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Vibrance Wealth Management revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Vibrance Wealth Management has never raised funding before.

Vibrance Wealth Management Tech Stack

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

Google Workspace

Google Workspace

Email

Apache HTTP Server

Apache HTTP Server

Web servers

Google Hosted Libraries

Google Hosted Libraries

CDN

Amazon Web Services

Amazon Web Services

PaaS

reCAPTCHA

reCAPTCHA

Security

AddThis

AddThis

Widgets

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Justia

Justia

CMS

Amazon CloudFront

Amazon CloudFront

CDN

core-js

core-js

JavaScript libraries

Frequently asked questions

Vibrance Wealth Management is located in Cupertino, California, US.
You can reach Vibrance Wealth Management at +14084758883.
Vibrance Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Vibrance Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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