Cavin Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2805 Porter St, Soquel, California, 9507...

Phone Number

(831) 464-1555

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Cavin Financial

Cavin Financial is an independent financial advisory firm dedicated to helping clients achieve financial independence through personalized services. They offer a range of services including retirement planning, investment management, estate planning, insurance, and tax assistance. The firm focuses on understanding clients' needs, wants, and long-term goals to create tailored financial strategies. With a team of experienced professionals, Cavin Financial aims to be a valued partner in clients' financial journeys, encouraging proactive planning for both expected and unexpected life events.Explore more
Popular SearchesCavin FinancialCavin Investments LLCCavin & Cavin Financial Systems IncCavin Thomas F Investment Planning GroupCavin, KarenSIC Code 62,628NAICS Code 52,523Show more

Cavin Financial Org Chart

PhoneEmail
KK
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Executive Assistant

PhoneEmail
BC
United States flag for contact location.

Financial Advisor & Owner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cavin Financial

<$5M
1-10
Private
-
1985
KK
Kathryn KerbyExecutive Assistant
<$5M
1-10
Private
-
1996
<$5M
11-50
Private
-
-
SH
Susan HockoDirector, Accounting & Tax
<$5M
1-10
Private
-
2013
Carl Moore, President at City of Oaks Wealth Management
Carl MoorePresident
<$5M
1-10
Private
-
2005
AJ
Anna JeterLpl Financial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Cavin Financial Tech Stack

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Frequently Asked Questions Regarding Cavin Financial

What is Cavin Financial's official website?
Cavin Financial's official website is www.cavinfinancial.com
What is Cavin Financial's Revenue?
Cavin Financial's revenue is <$5 Million
What is Cavin Financial's SIC code?
Cavin Financial's SIC: 62,628
What is Cavin Financial's NAICS code?
Cavin Financial's NAICS: 52,523
How many employees does Cavin Financial have?
Cavin Financial has 1-10 employees
What industry does Cavin Financial belong to?
Cavin Financial is in the industry of: Finance, Securities Trading
What is Cavin Financial competition?
Cavin Financial top competitors include: Eagle Financial Consulting, Peregrine Wealth Strategies, Hebrink Wealth Management, City of Oaks Wealth Management
What technology does Cavin Financial use?
Some of the popular technologies that Cavin Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Google Font API
How do I contact Cavin Financial?
Cavin Financial contact info: Phone number: (831) 464-1555 Website: www.cavinfinancial.com
What does Cavin Financial do?

Cavin Financial is an independent financial advisory firm dedicated to helping clients achieve financial independence through personalized services. They offer a range of services including retirement planning, investment management, estate planning, insurance, and tax assistance. The firm focuses on understanding clients' needs, wants, and long-te... rm goals to create tailored financial strategies. With a team of experienced professionals, Cavin Financial aims to be a valued partner in clients' financial journeys, encouraging proactive planning for both expected and unexpected life events.Read More

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

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