Aligned Financial Solutions

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

9540 Towne Centre Dr Ste 150, San Diego,...

Phone Number

(858) 357-8010

Revenue

$9.4 Million

Industry

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

About Aligned Financial Solutions

Aligned Financial Planning provides financial planning and responsible investing services that align with clients' personal values. Their mission is to help individuals and families navigate their financial goals while prioritizing ethical and responsible investment strategies. They also cater to businesses and non-profits with responsible 401(k) plans that facilitate financial wellness for employees. The firm emphasizes a fiduciary standard, ensuring that clients' financial interests are at the forefront of their planning and investment processes.Explore more
Aligned Financial Solutions's Social MediaPopular SearchesAligned Financial Solutions LLCAligned FinancialAlign Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Aligned Financial Solutions Org Chart

PhoneEmail
Jason Duncan, Principal and Owner at Aligned Financial Solutions
United States flag for contact location.

Principal and Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aligned Financial Solutio...

$9.4M
11-50
Private
-
2013
Jason Duncan, Principal and Owner at Aligned Financial Solutions
Jason DuncanPrincipal and Owner
$8.5M
1-10
Private
-
-
MY
Mary YoungAdvisory Services Director, Financial
<$5M
1-10
Private
-
-
CD
Cory DaughertyTrust Advisor and Financial Representative
<$5M
1-10
Private
-
2010
DL
Dani LehrkeDirector, Operations
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Aligned Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Aligned Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Aligned Financial Solutions.

Aligned Financial Solutions Tech Stack

A closer look at the technologies used by Aligned Financial Solutions

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Frequently Asked Questions Regarding Aligned Financial Solutions

What is Aligned Financial Solutions's official website?
Aligned Financial Solutions's official website is www.alignedfinancial.com
What is Aligned Financial Solutions's Revenue?
Aligned Financial Solutions's revenue is $9.4 Million
What is Aligned Financial Solutions's SIC code?
Aligned Financial Solutions's SIC: 62,628
What is Aligned Financial Solutions's NAICS code?
Aligned Financial Solutions's NAICS: 52,523
How many employees does Aligned Financial Solutions have?
Aligned Financial Solutions has 11-50 employees
What industry does Aligned Financial Solutions belong to?
Aligned Financial Solutions is in the industry of: Finance, Securities Trading
What is Aligned Financial Solutions competition?
Aligned Financial Solutions top competitors include: Sagemark Consulting, Total Performance Financial, Krietzberg Wealth Management, Wealth Management Group
What technology does Aligned Financial Solutions use?
Some of the popular technologies that Aligned Financial Solutions uses are: Google Cloud DNS, Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Aligned Financial Solutions?
Aligned Financial Solutions contact info: Phone number: (858) 357-8010 Website: www.alignedfinancial.com
What does Aligned Financial Solutions do?

Aligned Financial Planning provides financial planning and responsible investing services that align with clients' personal values. Their mission is to help individuals and families navigate their financial goals while prioritizing ethical and responsible investment strategies. They also cater to businesses and non-profits with responsible 401(k) p... lans that facilitate financial wellness for employees. The firm emphasizes a fiduciary standard, ensuring that clients' financial interests are at the forefront of their planning and investment processes.Read More

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

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