Coda Financial Group

Finance · Hawaii, United States · 11-50 Employees

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Overview

Headquarters

615 Piikoi St Ste 1205 Ste 1205, Honolul...

Phone Number

(877) 297-5595

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Coda Financial Group

Coda Financial Group specializes in providing personalized financial strategies tailored to the unique needs and goals of their clients. With years of experience, they guide individuals through various life transitions, offering services in retirement, investment, estate planning, insurance, tax, and lifestyle management. The company is built on a foundation of trust, honesty, and integrity, emphasizing the importance of strong client relationships. Their intended clients include individuals seeking comprehensive financial guidance and support.Explore more
Coda Financial Group's Social MediaPopular SearchesCoda Financial Groupcodafinancialgroup.comCoda Financial Group IncFinancial Group IncCoda Financial Group LongSIC Code 62,628NAICS Code 52,523Show more

Coda Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coda Financial Group

<$5M
11-50
Private
-
2010
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2007
SV
Sal VelazquezVice President, Sales
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2014
CC
Christina CaldwellPresident & CEO
<$5M
1-10
Private
-
-
JB
J. ButtsWealth Advisor
<$5M
1-10
Private
<$5M
-
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Coda Financial Group Tech Stack

A closer look at the technologies used by Coda Financial Group

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Frequently Asked Questions Regarding Coda Financial Group

What is Coda Financial Group's official website?
Coda Financial Group's official website is www.codafinancialgroup.com
What is Coda Financial Group's Revenue?
Coda Financial Group's revenue is <$5 Million
What is Coda Financial Group's SIC code?
Coda Financial Group's SIC: 62,628
What is Coda Financial Group's NAICS code?
Coda Financial Group's NAICS: 52,523
How many employees does Coda Financial Group have?
Coda Financial Group has 11-50 employees
What industry does Coda Financial Group belong to?
Coda Financial Group is in the industry of: Finance, Securities Trading
What is Coda Financial Group competition?
Coda Financial Group top competitors include: 3 Point Wealth Strategies, Bussenger Financial Group, Vinson Financial Group, DeSantis Wealth Management
What technology does Coda Financial Group use?
Some of the popular technologies that Coda Financial Group uses are: Cloudflare Website Optimization, Smarsh, Google Font API, Google Tag Manager
How do I contact Coda Financial Group?
Coda Financial Group contact info: Phone number: (877) 297-5595 Website: www.codafinancialgroup.com
What does Coda Financial Group do?

Coda Financial Group specializes in providing personalized financial strategies tailored to the unique needs and goals of their clients. With years of experience, they guide individuals through various life transitions, offering services in retirement, investment, estate planning, insurance, tax, and lifestyle management. The company is built on a... foundation of trust, honesty, and integrity, emphasizing the importance of strong client relationships. Their intended clients include individuals seeking comprehensive financial guidance and support.Read More

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

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