Financial Designs

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

540 W Baseline Rd Ste 10, Claremont, Cal...

Phone Number

(909) 626-1642

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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1

About Financial Designs

Since 1981, Financial Designs has been working with friends and neighbors throughout Southern California to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That's why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies. With Financial Designs, helping you meet your financial needs is our first priority. It's our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so withRead more
Financial Designs's Social MediaPopular SearchesFinancial Designs CorpFinancial Design CorpFinancial Design Educational CorpDiversified Financial Designs IncFinancial ConnectionSIC Code 62,628NAICS Code 52,523Show more

Financial Designs Org Chart

PhoneEmail
Nino Pavan, Financial Advisor & President at Financial Designs
United States flag for contact location.

Financial Advisor & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Designs

<$5M
1-10
Private
-
1981
Nino Pavan, Financial Advisor & President at Financial Designs
Nino PavanFinancial Advisor & President
$7.8M
11-50
Private
-
1989
JM
Jacquelyn MartinDirector, Client Relations
<$5M
1-10
Private
-
1995
ES
Erica ShapiroManager, Client Relations & Happiness Chief & Officer
<$5M
1-10
Private
-
1996
LM
Leslie MediateVice President
<$5M
1-10
Private
-
2008
AL
Ashley LaNeaveManager, Operations
<$5M
1-10
Private
-
2005
KC
Kelsey CarriereDirector, Engagement & Client Experience
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Designs Tech Stack

A closer look at the technologies used by Financial Designs

Top Finance Companies

Frequently Asked Questions Regarding Financial Designs

What is Financial Designs's official website?
Financial Designs's official website is www.financialdesignscorp.com
What is Financial Designs's Revenue?
Financial Designs's revenue is <$5 Million
What is Financial Designs's SIC code?
Financial Designs's SIC: 62,628
What is Financial Designs's NAICS code?
Financial Designs's NAICS: 52,523
How many employees does Financial Designs have?
Financial Designs has 1-10 employees
What industry does Financial Designs belong to?
Financial Designs is in the industry of: Finance, Insurance, Securities Trading
What is Financial Designs competition?
Financial Designs top competitors include: Mediate Financial Services, Petros Estate and Retirement Planning, Solomon Financial Group, Carolina Retirement Resources
What technology does Financial Designs use?
Some of the popular technologies that Financial Designs uses are: WordPress.org, PHP, Google Tag Manager, GoDaddy DNS
How do I contact Financial Designs?
Financial Designs contact info: Phone number: (909) 626-1642 Website: www.financialdesignscorp.com
What does Financial Designs do?

Since 1981, Financial Designs has been working with friends and neighbors throughout Southern California to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When yo... u have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That's why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies. With Financial Designs, helping you meet your financial needs is our first priority. It's our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future. Contact us at fdc@fdcadvisors.com or call us at 909-626-1642 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.Read More

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

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