Zion Financial Management

Financial Services • San Diego, California, United States • 1-10 Employees

Company overview

Headquarters	1620 5th Ave, San Diego, California 92101, US
Website	zionfinancialmgmt.com
NAICS	52
Keywords	Financial Advising, Financial Education, Retirement Planning, Financial Planning, Investment Advising, Retirement Funds, Life-Insurance
Founded	2020
Employees	1-10

Key Contact at Zion Financial Management

Christina Roman

Vice President Operations

About Zion Financial Management

Zion Financial Management is a fee-only financial consulting company that cares about educating business owners, families, and individuals on how to set-up their financial future for success. Our goal and objective is to help those who are often overlooked by other companies in the financial industry. We offer services in financial advising, financial planning, life insurance, investments, and more. Please visit our site to set up a free consultation.

Zion Financial Management 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Zion Financial Management has never raised funding before.