Alan Berman, CFP

Insurance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

3427 Terra Linda Dr, Santa Rosa, Califor...

Phone Number

(707) 578-9292

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Alan Berman, CFP

Alan Berman, CFP offers a range of insurance and financial products to individuals and businesses, including life insurance, individual and family health insurance, and group health insurance. Established in 1978, the company is dedicated to building strong relationships with clients through practical strategies and excellent service. They provide free consultations to help clients navigate their insurance and financial needs. Alan Berman Insurance & Financial Services operates independently and is not affiliated with LPL Financial.Explore more
Alan Berman, CFP's Social MediaPopular SearchesAlan Berman, CFPAlan Berman Insurance and Financial ServicesAlan.bermanBerman Insurance ServiceBroadridge Financial Solutions IncSIC Code 64,641NAICS Code 52,524Show more

Is Alan Berman, CFP your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Alan Berman, CFP

Compare insights from companies similar to Alan Berman, CFP, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alan Berman, CFP

<$5M
1-10
Private
-
-
N/A
$6.4M
11-50
Private
-
2006
LS
Lisa StrullmyerOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RR
Randall RaymondFinancial Professional
<$5M
1-10
Private
-
-
KK
Kristi KellyCompany Owner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MC
Michael CaseyFinancial, Clu, Chfc, Cfp Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Alan Berman, CFP is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Alan Berman, CFP is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Alan Berman, CFP.

Alan Berman, CFP Tech Stack

A closer look at the technologies used by Alan Berman, CFP

Top Insurance Companies

Frequently Asked Questions Regarding Alan Berman, CFP

What is Alan Berman, CFP's official website?
Alan Berman, CFP's official website is www.santarosabrokers.com
What is Alan Berman, CFP's Revenue?
Alan Berman, CFP's revenue is <$5 Million
What is Alan Berman, CFP's SIC code?
Alan Berman, CFP's SIC: 64,641
What is Alan Berman, CFP's NAICS code?
Alan Berman, CFP's NAICS: 52,524
How many employees does Alan Berman, CFP have?
Alan Berman, CFP has 1-10 employees
What industry does Alan Berman, CFP belong to?
Alan Berman, CFP is in the industry of: Insurance, Finance, Securities Trading
What is Alan Berman, CFP competition?
Alan Berman, CFP top competitors include: Compass Advisory Group, Cetera Advisor Networks, Broussard-Kelly Financial Group, Denison Financial & Insurance Services
What technology does Alan Berman, CFP use?
Some of the popular technologies that Alan Berman, CFP uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Alan Berman, CFP?
Alan Berman, CFP contact info: Phone number: (707) 578-9292 Website: www.santarosabrokers.com
What does Alan Berman, CFP do?

Alan Berman, CFP offers a range of insurance and financial products to individuals and businesses, including life insurance, individual and family health insurance, and group health insurance. Established in 1978, the company is dedicated to building strong relationships with clients through practical strategies and excellent service. They provide... free consultations to help clients navigate their insurance and financial needs. Alan Berman Insurance & Financial Services operates independently and is not affiliated with LPL Financial.Read More

What are Alan Berman, CFP social media links?
Alan Berman, CFP Linkedin page
Is Alan Berman, CFP a public company?
Alan Berman, CFP is private company therefore does not currently have an official ticker symbol
See more information about Alan Berman, CFP

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.