eParaplanner
Business Services · United States · 1-10 Employees
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Overview
Headquarters
United StatesWebsite
www.eparaplanner.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About eParaplanner
eParaplanner is a service that provides outsourced planning and tax strategies specifically for fee-only Registered Investment Advisors (RIAs). Founded by Sandy Cervantes, a CFP professional and IRS Enrolled Agent, the company focuses on alleviating the technical workload of financial advisors, allowing them to concentrate on client relationships and business growth. With over 7 years of experience and a background in global mobility tax, eParaplanner offers comprehensive financial planning and advanced tax planning services. The firm operates nationwide from its base in Atlanta, emphasizing quality, clear communication, and data security.Explore more
eParaplanner Org Chart
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Activity Insights
eParaplanner is experiencing very low activity levels compared to other companies in the Business Services sector.
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eParaplanner is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about eParaplanner.
eParaplanner Tech Stack
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eParaplanner is a service that provides outsourced planning and tax strategies specifically for fee-only Registered Investment Advisors (RIAs). Founded by Sandy Cervantes, a CFP professional and IRS Enrolled Agent, the company focuses on alleviating the technical workload of financial advisors, allowing them to concentrate on client relationships a... Read More
