Chris Egan Financial
Finance · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
18685 Main St Ste 101-277, Huntington Be...Phone Number
(714) 403-6824Website
www.chriseganfinancial.comRevenue
$5.1 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Chris Egan Financial
Chris Egan Financial offers financial services focused on retirement planning and tax optimization for clients in Orange County. The company provides a S.M.A.R.T. retirement planning process that aims to eliminate confusion and ensure clients have a clear understanding of their financial future. They emphasize the use of tax-advantaged vehicles and insurance products to help clients achieve reliable income and wealth without the burden of excessive taxes. Their target clients include individuals concerned about retirement income, tax liabilities, and those seeking personalized financial guidance.Explore more
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Chris Egan Financial your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Chris Egan Financial had a recent Job posting/layoffs
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check out if Chris Egan Financial is spiking on competitors!
Funding: Get notified immidiatlly once Chris Egan Financial has new funding data
Product Launch: Get notified when Chris Egan Financial launches new products
Chris Egan Financial, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Chris Egan Financial recently announced quarterly report
Website visits: Recent activity has been detected on your website
Check if Chris Egan Financial has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at Chris Egan Financial
Recommended Actions
Reach out to Masked Content who joined Chris Egan Financial as Masked Content
Find more new buyers
Compare Similar Companies to Chris Egan Financial
Compare insights from companies similar to Chris Egan Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Chris Egan Financial
$5.1M
11-50
Private
-
1998
N/A
<$5M
1-10
Private
-
1989
DD
Dennis DrakeLicensed Insurance Agent & Retirement Planning Specialist & Managing Director
Company Profile Activity
Activity Insights
Chris Egan Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Chris Egan Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Chris Egan Financial.
Chris Egan Financial Tech Stack
A closer look at the technologies used by Chris Egan Financial
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Chris Egan Financial
Sign Up For FreeTo access detailed company insights
Chris Egan Financial offers financial services focused on retirement planning and tax optimization for clients in Orange County. The company provides a S.M.A.R.T. retirement planning process that aims to eliminate confusion and ensure clients have a clear understanding of their financial future. They emphasize the use of tax-advantaged vehicles and... Read More
