Aligned Financial Planning

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1420 Kettner Blvd Ste 100, San Diego, Ca...

Revenue

<$5 Million

Industry

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

About Aligned Financial Planning

Aligned Financial Planning offers financial planning and responsible investing services that align with clients' personal values. They cater to individuals, families, businesses, and non-profits, focusing on helping clients achieve financial freedom while investing responsibly. The firm emphasizes a fiduciary commitment to prioritize clients' financial interests and actively engages in community support. Their professional team holds various certifications, ensuring a high standard of ethical and knowledgeable financial advice.Explore more
Aligned Financial Planning's Social MediaPopular SearchesAligned Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aligned Financial Plannin...

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2022
N/A
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
11-50
Private
-
2020
JC
Jonathan CrawfordSenior Financial Advisor
<$5M
1-10
Private
-
2018
CB
Caedmon BearRegistered Investment Advisor
<$5M
1-10
Private
-
-
AG
Alyssa GirodDirector, Client Service Investment & Advisor & Representative
<$5M
1-10
Private
-
-
N/A
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Aligned Financial Planning Tech Stack

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Frequently Asked Questions Regarding Aligned Financial Planning

What is Aligned Financial Planning's official website?
Aligned Financial Planning's official website is www.alignedfinancialplanning.com
What is Aligned Financial Planning's Revenue?
Aligned Financial Planning's revenue is <$5 Million
What is Aligned Financial Planning's SIC code?
Aligned Financial Planning's SIC: 62,628
What is Aligned Financial Planning's NAICS code?
Aligned Financial Planning's NAICS: 52,523
How many employees does Aligned Financial Planning have?
Aligned Financial Planning has 1-10 employees
What industry does Aligned Financial Planning belong to?
Aligned Financial Planning is in the industry of: Finance, Securities Trading
What is Aligned Financial Planning competition?
Aligned Financial Planning top competitors include: On the Trail Financial Planning, Trinity Wealth Management, Prosperity Advisory Group, Copperwood Financial
What technology does Aligned Financial Planning use?
Some of the popular technologies that Aligned Financial Planning uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
What does Aligned Financial Planning do?

Aligned Financial Planning offers financial planning and responsible investing services that align with clients' personal values. They cater to individuals, families, businesses, and non-profits, focusing on helping clients achieve financial freedom while investing responsibly. The firm emphasizes a fiduciary commitment to prioritize clients' finan... cial interests and actively engages in community support. Their professional team holds various certifications, ensuring a high standard of ethical and knowledgeable financial advice.Read More

What are Aligned Financial Planning social media links?
Aligned Financial Planning Linkedin page
Is Aligned Financial Planning a public company?
Aligned Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Aligned Financial Planning

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