CAP Financial Planning

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

6310 Greenwich Dr Ste 145, San Diego, Ca...

Phone Number

(858) 290-4455

Revenue

<$5 Million

Industry

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

About CAP Financial Planning

CAP Financial Planning, founded in 2020, offers customized financial strategies tailored to clients' goals, drawing on a rich history of 40 years in the industry. The company provides a comprehensive roadmap for various financial needs, including retirement, estate planning, investment, insurance, and tax services. Their team is dedicated to helping individuals at every stage of life achieve their financial objectives with compassion and honesty. CAP Financial Planning serves clients in multiple states, ensuring personalized financial advice for diverse situations.Explore more
Popular SearchesCap Financial Planningcap IncCapri Ltd. LLCSIC Code 62,628NAICS Code 52,523Show more

CAP Financial Planning Org Chart

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CP
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Financial Advisor

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CS
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CAP Financial Planning

<$5M
1-10
Private
-
2019
CP
Christopher PrattFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
TC
Trina CuthbertClient Relationship Manager
<$5M
1-10
Private
-
-
MA
Maynard AzoseFinancial Partner & Advisor
<$5M
1-10
Private
-
-
CM
Conner McCubbinFinancial Advisor
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2010
KM
Karen MorseManager, Client Care
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

CAP Financial Planning Tech Stack

A closer look at the technologies used by CAP Financial Planning

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Frequently Asked Questions Regarding CAP Financial Planning

What is CAP Financial Planning's official website?
CAP Financial Planning's official website is www.cap-fp.com
What is CAP Financial Planning's Revenue?
CAP Financial Planning's revenue is <$5 Million
What is CAP Financial Planning's SIC code?
CAP Financial Planning's SIC: 62,628
What is CAP Financial Planning's NAICS code?
CAP Financial Planning's NAICS: 52,523
How many employees does CAP Financial Planning have?
CAP Financial Planning has 1-10 employees
What industry does CAP Financial Planning belong to?
CAP Financial Planning is in the industry of: Finance, Securities Trading
What is CAP Financial Planning competition?
CAP Financial Planning top competitors include: Guida & McCubbin Financial Consultants, 626 Financial, beaneatkinson.com, Azose Johnson & Associates
What technology does CAP Financial Planning use?
Some of the popular technologies that CAP Financial Planning uses are: Cloudflare Website Optimization, Mailgun, Google Tag Manager, GoDaddy DNS
How do I contact CAP Financial Planning?
CAP Financial Planning contact info: Phone number: (858) 290-4455 Website: www.cap-fp.com
What does CAP Financial Planning do?

CAP Financial Planning, founded in 2020, offers customized financial strategies tailored to clients' goals, drawing on a rich history of 40 years in the industry. The company provides a comprehensive roadmap for various financial needs, including retirement, estate planning, investment, insurance, and tax services. Their team is dedicated to helpin... g individuals at every stage of life achieve their financial objectives with compassion and honesty. CAP Financial Planning serves clients in multiple states, ensuring personalized financial advice for diverse situations.Read More

Is CAP Financial Planning a public company?
CAP Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about CAP Financial Planning

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