CFP

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

625 Hawthorne Ave SE Ste 100, Salem, Ore...

Phone Number

(503) 588-2988

Revenue

$5.7 Million

Industry

Finance Insurance Securities Trading

About CFP

CFP, Inc. was founded in May of 1964. Since that time, our mission has remained unchanged ... to provide an unparalleled level of service and guidance to our diverse clientele in matters of estate and business succession planning, asset management, and group and executive benefits. Our clients range from individuals to some of the largest privately owned businesses in Oregon and around the country. We share the same entrepreneurial spirit as our clients and hope to succeed ourselves by helping others succeed in their chosen fields. Over the past 47 years, we have developed lasting relationships ... some that now span three generations and many industries; agriculture, manufacturing, engineering, distribution, and many others. While our client base now extends well beyond the state of Oregon, we are firmly rooted in the Pacific Northwest and are proud of the diverse geography and cultures of the people that live here.Explore more
CFP's Social MediaSIC Code 62,628NAICS Code 52,523Show more

CFP Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CFP

$5.7M
11-50
Private
<$5M
1964
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
1-10
Private
-
2019
JS
Jessica SternthalOffice Manager
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2016
HD
Heather DissmeyerManager, Operations
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CFP Tech Stack

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Frequently Asked Questions Regarding CFP

What is CFP's official website?
CFP's official website is www.cfpinc.net
What is CFP's Revenue?
CFP's revenue is $5.7 Million
What is CFP's SIC code?
CFP's SIC: 62,628
What is CFP's NAICS code?
CFP's NAICS: 52,523
How many employees does CFP have?
CFP has 11-50 employees
What industry does CFP belong to?
CFP is in the industry of: Finance, Insurance, Securities Trading
What is CFP competition?
CFP top competitors include: Copper Canyon Wealth Management, Cape Cod Wealth Strategies & Insurance Services, BeamaLife, Reflection Financial Strategies
What technology does CFP use?
Some of the popular technologies that CFP uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GlobalSign
How do I contact CFP?
CFP contact info: Phone number: (503) 588-2988 Website: www.cfpinc.net
What does CFP do?

CFP, Inc. was founded in May of 1964. Since that time, our mission has remained unchanged ... to provide an unparalleled level of service and guidance to our diverse clientele in matters of estate and business succession planning, asset management, and group and executive benefits. Our clients range from individuals to some of the largest privately... owned businesses in Oregon and around the country. We share the same entrepreneurial spirit as our clients and hope to succeed ourselves by helping others succeed in their chosen fields. Over the past 47 years, we have developed lasting relationships ... some that now span three generations and many industries; agriculture, manufacturing, engineering, distribution, and many others. While our client base now extends well beyond the state of Oregon, we are firmly rooted in the Pacific Northwest and are proud of the diverse geography and cultures of the people that live here.Read More

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

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