Cappuccino Financial
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2659 Townsgate Rd Ste 240, Westlake Vill...Phone Number
(818) 629-0911Website
www.cappuccinofinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
1
1
About Cappuccino Financial
Cappuccino Financial is a financial advisory firm based in Westlake Village, CA, dedicated to providing personalized financial planning and investment strategies tailored to the unique needs of individuals, families, and institutions. Their services include banking and lending solutions, corporate retirement plans consulting, and comprehensive wealth management. The firm focuses on building trusted partnerships with clients, including business owners, healthcare professionals, and LGBTQ+ clients, to help them achieve their financial goals. With a structured process and analytical insights, Cappuccino Financial aims to elevate clients' financial success through customized guidance.Explore more
Cappuccino Financial Org Chart
HR
Financial Planning Analyst
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Revenue
Number of Employees
Type
Funding
Founded In
Cappuccino Financial
<$5M
1-10
Private
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JC
Joseph CappuccinoManaging Principal, Cappuccino Financial Lead Advisor, RJFS
Company Profile Activity
Activity Insights
Cappuccino Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Cappuccino Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cappuccino Financial.
Cappuccino Financial Tech Stack
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Cappuccino Financial is a financial advisory firm based in Westlake Village, CA, dedicated to providing personalized financial planning and investment strategies tailored to the unique needs of individuals, families, and institutions. Their services include banking and lending solutions, corporate retirement plans consulting, and comprehensive weal... Read More
