Wealth-Source Financial Revenue

Financial Services • Oakland, California, United States • 1-10 Employees

Wealth-Source Financial revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Wealth-Source Financial

Rosario Chacón

Principal Adviser and Founder

Company overview

Headquarters	Oakland, California, United States
Phone number	+14152023820
Website	wealth-sourcefinancial.com
NAICS	52
Employees	1-10

Wealth-Source Financial Email Formats

Wealth-Source Financial uses 1 email format. The most common is {first initial} (e.g., j@wealth-sourcefinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@wealth-sourcefinancial.com	100%

About Wealth-Source Financial

Welcome to Wealth-Source Financial! When you work with Wealth-Source, you work with a professional who is a Fee-Only, Fiduciary, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Financial Behavior Specialist (FBS®). This means that you work with an advisor that doesn’t sell financial products with hidden fees and you partner with a professional who applies her coaching skills to help you stay on your personal goals map. Whether you are a first-generation professional making more than your parents together or you come from generational wealth, managing money according to your personal values is not easy. Add to it any career changes, a new family or new responsibilities for your elderly parents and it may become overwhelming. You could be 30, 50 or 70 and starting a new cycle in life. You want to gain clarity and confidence in your choices. I can help you find the right decision FOR YOU. Together we can trace your personal map and make adjustments for you as life changes. As a fiduciary, and life coaching professional, I will help you find a values-centered relationship with your finances so you can have peace of mind around your money and you can focus on your personal and professional life.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Wealth-Source Financial has never raised funding before.

Wealth-Source Financial Tech Stack

Discover the technologies and tools that power Wealth-Source Financial's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

jQuery CDN

CDN

reCAPTCHA

Security

Afterpay

Buy now pay later

jQuery

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

Calendly

Appointment scheduling

Google Workspace

Adobe Fonts

Font scripts

Squarespace Commerce

Ecommerce

core-js

JavaScript libraries

Frequently asked questions

Wealth-Source Financial is located in Oakland, California, US.

You can reach Wealth-Source Financial at +14152023820.

Wealth-Source Financial generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Wealth-Source Financial has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Wealth-Source Financial

Rosario Chacón

Principal Adviser and Founder

4.8

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