Confluence Financial Planning

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

601 University Ave Ste 265, Sacramento, ...

Phone Number

(916) 927-6487

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Confluence Financial Planning

For nearly four decades we have been helping Sacramento families shape their futures. Our financial planning process begins with you-your family, your life, your beliefs, and your aspirations. Our goal is to make important, life-changing decisions for our clients less stressful and less time-consuming. Because we tailor our financial plans and investments specifically to your individual situation, our process will help you gain a sense of direction and accomplish important goals.Explore more
Confluence Financial Planning's Social MediaPopular SearchesConfluence Financial Planning LLCConfluence Financial PlanningCynthia MeyersCynthia Meyers CFPCynthia S MeyersSIC Code 62,628NAICS Code 52,523Show more

Confluence Financial Planning Org Chart

PhoneEmail
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Financial Planner

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Administrative Assistant

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Confluence Financial Plan...

<$5M
1-10
Private
-
2018
DT
Daniel TomanFinancial Planner
<$5M
1-10
Private
-
-
CR
Caitlin ReynoldsClient Service Specialist
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
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1998
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Confluence Financial Planning Tech Stack

A closer look at the technologies used by Confluence Financial Planning

Confluence Financial Planning News & Media

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Frequently Asked Questions Regarding Confluence Financial Planning

What is Confluence Financial Planning's official website?
Confluence Financial Planning's official website is www.confluence-fp.com
What is Confluence Financial Planning's Revenue?
Confluence Financial Planning's revenue is <$5 Million
What is Confluence Financial Planning's SIC code?
Confluence Financial Planning's SIC: 62,628
What is Confluence Financial Planning's NAICS code?
Confluence Financial Planning's NAICS: 52,523
How many employees does Confluence Financial Planning have?
Confluence Financial Planning has 1-10 employees
What industry does Confluence Financial Planning belong to?
Confluence Financial Planning is in the industry of: Finance, Securities Trading
What is Confluence Financial Planning competition?
Confluence Financial Planning top competitors include: KMR Wealth Advisory, Wealth Advisory Services, Sound Wealth Advisors, Sherwood Investment Services
What companies has Confluence Financial Planning acquired?
Confluence Financial Planning has acquired the companies: Spring, RiverPoint Capital Management, SMS Capital Management, Baystate Wealth Management
What technology does Confluence Financial Planning use?
Some of the popular technologies that Confluence Financial Planning uses are: DocuSign, Amazon Web Hosting, Squarespace
How do I contact Confluence Financial Planning?
Confluence Financial Planning contact info: Phone number: (916) 927-6487 Website: www.confluence-fp.com
What does Confluence Financial Planning do?

For nearly four decades we have been helping Sacramento families shape their futures. Our financial planning process begins with you-your family, your life, your beliefs, and your aspirations. Our goal is to make important, life-changing decisions for our clients less stressful and less time-consuming. Because we tailor our financial plans and inve... stments specifically to your individual situation, our process will help you gain a sense of direction and accomplish important goals.Read More

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

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