Cents & Sensibility

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

5890 Stoneridge Dr Ste 103, Pleasanton, ...

Phone Number

(925) 225-1135

Revenue

<$5 Million

Industry

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

About Cents & Sensibility

Cents & Sensibility is a financial planning firm based in Pleasanton, CA, dedicated to providing lifetime financial guidance to Bay Area families across various professions. Their services include retirement planning, investment management, tax strategy, cash flow analysis, and legacy planning, all tailored to meet individual client goals. The firm aims to help clients navigate their financial journeys, ensuring they can live fulfilling lives today while preparing for the future. Led by founder Sharon Almeida, the team focuses on bridging the gap in clients' financial lives and empowering them to pursue their passions.Explore more
Cents & Sensibility's Social MediaPopular SearchesCents & Sensibility IncCents & SensibilityCents IncSensibility IncLaurie ReaSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cents & Sensibility

<$5M
1-10
Private
-
2004
N/A
$5.1M
1-10
Private
-
1994
SS
Steven SalernoFinancial Advisor
<$5M
11-50
Private
-
1995
RL
Robert LaCivitaChief Operating Officer
<$5M
1-10
Private
<$5M
1991
DB
Dana BaldridgeManager, Wealth & Vice President, Operations
<$5M
1-10
Private
-
2013
RS
Ronda SmithRegistered Representative
<$5M
1-10
Private
-
1961
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cents & Sensibility is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Cents & Sensibility Tech Stack

A closer look at the technologies used by Cents & Sensibility

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Frequently Asked Questions Regarding Cents & Sensibility

What is Cents & Sensibility's official website?
Cents & Sensibility's official website is www.centsinc.net
What is Cents & Sensibility's Revenue?
Cents & Sensibility's revenue is <$5 Million
What is Cents & Sensibility's SIC code?
Cents & Sensibility's SIC: 62,628
What is Cents & Sensibility's NAICS code?
Cents & Sensibility's NAICS: 52,523
How many employees does Cents & Sensibility have?
Cents & Sensibility has 1-10 employees
What industry does Cents & Sensibility belong to?
Cents & Sensibility is in the industry of: Finance, Securities Trading
What is Cents & Sensibility competition?
Cents & Sensibility top competitors include: EFS Group Wealth Management, JL Smith Group, Vallum Wealth Management, Bentley Financial Group
What technology does Cents & Sensibility use?
Some of the popular technologies that Cents & Sensibility uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Mailgun
How do I contact Cents & Sensibility?
Cents & Sensibility contact info: Phone number: (925) 225-1135 Website: www.centsinc.net
What does Cents & Sensibility do?

Cents & Sensibility is a financial planning firm based in Pleasanton, CA, dedicated to providing lifetime financial guidance to Bay Area families across various professions. Their services include retirement planning, investment management, tax strategy, cash flow analysis, and legacy planning, all tailored to meet individual client goals. The firm... aims to help clients navigate their financial journeys, ensuring they can live fulfilling lives today while preparing for the future. Led by founder Sharon Almeida, the team focuses on bridging the gap in clients' financial lives and empowering them to pursue their passions.Read More

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

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