


Wealth Tutor
Financial Services • Tustin, California, United States • 1-10 Employees
Company overview
| Headquarters | 2552 Walnut Ave., Suite 145, Tustin, CA 92780, US |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services, Life Insurance, Business Services, Business Benefits, Financial Health Checks, Real Estate And Mortgage |
| Founded | 2012 |
| Employees | 1-10 |
Key Contact at Wealth Tutor
Jackie Nguyen Opis
Director of Operations
About Wealth Tutor
We promise to be here when you need us! Here at Wealth Tutor we offer you an array of financial services, products, and strategies so that you can protect your family and their financial future. Is there anything more important to you than your family? Then, it is time to take action! We can help you with: •Retirement Planning •Life Insurance (Permanent and Term) •Annuities •Estate Planning •Employee Benefits •Health Insurance In the end, a full financial plan can give you the potential to protect your financial goals and preserve your dreams by: •Having the means to help pay for your child's college education. •Paying the mortgage down the road. •Supplementing retirement income. •Funding your estate plan. •Planning to help your parents with long term care expenses. •Buying that dream retirement home. •Taking a trip to that special place you’ve only dared to thinking about. And for your business needs: •Protecting the business against the sudden loss of one of the owners. •Rewarding and retaining key employees. They are your goals. Your dreams. And we can help make them come true. And it all starts with a promise!
Wealth Tutor revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Wealth Tutor has never raised funding before.
Frequently asked questions
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