Financial Dynamics
Finance · California, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
325 Shadow Oaks, Irvine, California, 926...Phone Number
(209) 625-8198Website
www.financial-dynamics.bizRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Financial Dynamics
Financial Dynamics specializes in annuity refinancing, offering strategies to potentially increase clients' annuity income by up to 30% or more without requiring new money or incurring out-of-pocket costs. The company targets individuals seeking to enhance their financial outcomes through personalized consulting and a structured process that includes discovery meetings and ongoing progress reviews. Led by Rick Borba, who has over 50 years of experience in the financial services industry, the firm emphasizes collaboration and tailored strategies to meet clients' retirement and income distribution goals. Their services are designed for clients across Northern California and beyond, focusing on maximizing financial efficiency and achieving long-term financial objectives.Explore more
Financial Dynamics Org Chart
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 Financial Dynamics your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Earning: See what the market has to say on Financial Dynamics recently announced quarterly report
Financial Dynamics, which may be a good buyer, showed buying intent in Masked Content Topic
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at Financial Dynamics
Funding: Get notified immidiatlly once Financial Dynamics has new funding data
Website visits: Recent activity has been detected on your website
Product Launch: Get notified when Financial Dynamics launches new products
Check if Financial Dynamics has recently received funding, and reach out quickly before it becomes old news!
Click to see if Financial Dynamics had a recent Job posting/layoffs
Check out if Financial Dynamics is spiking on competitors!
Recommended Actions
Find VP level buyers at Financial Dynamics
Find more new buyers
Compare Similar Companies to Financial Dynamics
Compare insights from companies similar to Financial Dynamics, 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
Financial Dynamics
<$5M
1-10
Private
-
2005
RB
Richard BorbaFounder & Investment Advisor & Representative
Company Profile Activity
Activity Insights
Financial Dynamics is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Financial Dynamics is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Dynamics.
Financial Dynamics Tech Stack
A closer look at the technologies used by Financial Dynamics
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Financial Dynamics
Sign Up For FreeTo access detailed company insights
Financial Dynamics specializes in annuity refinancing, offering strategies to potentially increase clients' annuity income by up to 30% or more without requiring new money or incurring out-of-pocket costs. The company targets individuals seeking to enhance their financial outcomes through personalized consulting and a structured process that includ... Read More
