Financial Planning for Generations

Business Services · California, United States · 11-50 Employees

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Overview

Headquarters

15760 Ventura Blvd Ste 840, Encino, Cali...

Phone Number

(855) 374-9174

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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About Financial Planning for Generations

Financial Planning for Generations, Inc. is a comprehensive business and personal financial planning firm that operates on an hourly billing model, ensuring an objective focus on clients' best interests. The firm serves business owners and entrepreneurs seeking strategic advice, family office clients dealing with complex financial issues, and families facing major health events and aging challenges. By acting as a single point of contact, they help clients manage information from various financial specialists. Their unique structure allows them to provide tailored guidance without the influence of product sales or asset management.Explore more
Financial Planning for Generations's Social MediaPopular SearchesFinancial Planning for Generations IncGenerations IncFPG IncFpg Advisors LLCFinancial PlanningSIC Code 87,874NAICS Code 54,541Show more

Financial Planning for Generations Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Planning for Ge...

<$5M
11-50
Private
-
1973
$5.3M
1-10
Private
-
2010
TS
Troy SappCertified Financial Planner
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
1997
TL
Tracy LarmonyExecutive Assistant
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Financial Planning for Generations is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Financial Planning for Generations is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Financial Planning for Generations.

Financial Planning for Generations Tech Stack

A closer look at the technologies used by Financial Planning for Generations

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Frequently Asked Questions Regarding Financial Planning for Generations

What is Financial Planning for Generations's official website?
Financial Planning for Generations's official website is www.fpgadvisors.com
What is Financial Planning for Generations's Revenue?
Financial Planning for Generations's revenue is <$5 Million
What is Financial Planning for Generations's SIC code?
Financial Planning for Generations's SIC: 87,874
What is Financial Planning for Generations's NAICS code?
Financial Planning for Generations's NAICS: 54,541
How many employees does Financial Planning for Generations have?
Financial Planning for Generations has 11-50 employees
What industry does Financial Planning for Generations belong to?
Financial Planning for Generations is in the industry of: Business Services, Finance, Project Management
What is Financial Planning for Generations competition?
Financial Planning for Generations top competitors include: CVA Family Office, Marquis Wealth Management Group, Pillar Wealth Management, HFG Wealth Management
What technology does Financial Planning for Generations use?
Some of the popular technologies that Financial Planning for Generations uses are: WordPress.org, PHP, Google Universal Analytics, Google Font API
How do I contact Financial Planning for Generations?
Financial Planning for Generations contact info: Phone number: (855) 374-9174 Website: www.fpgadvisors.com
What does Financial Planning for Generations do?

Financial Planning for Generations, Inc. is a comprehensive business and personal financial planning firm that operates on an hourly billing model, ensuring an objective focus on clients' best interests. The firm serves business owners and entrepreneurs seeking strategic advice, family office clients dealing with complex financial issues, and famil... ies facing major health events and aging challenges. By acting as a single point of contact, they help clients manage information from various financial specialists. Their unique structure allows them to provide tailored guidance without the influence of product sales or asset management.Read More

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

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