Financial Serenity

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

124 S Main St Ste 223, Burleson, Texas, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Financial Serenity

Financial Serenity offers faith-based financial coaching and legacy planning services aimed at transforming financial stress into peace. They help clients align their finances with their values through intentional planning and Christian wisdom, catering to individuals from foundational building to advanced legacy planning. The company also fosters a community for those starting their financial journey, providing resources and guidance for effective investing and ongoing financial planning. Additionally, they contribute 1% of their revenue to support a faith-based community movement.Explore more
Financial Serenity's Social MediaPopular SearchesFinancial SerenityFinancial Serenity LLCSIC Code 62,628NAICS Code 52,523Show more

Financial Serenity Org Chart

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Fiduciary Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Serenity

<$5M
1-10
Private
-
2019
IP
Ian PowellFiduciary Advisor
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
2013
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
-
PS
Paul SantanielloPresident & Owner
<$5M
1-10
Private
-
2015
JG
Jodi GambiniFinancial Planning Specialist
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Serenity Tech Stack

A closer look at the technologies used by Financial Serenity

Top Finance Companies

Frequently Asked Questions Regarding Financial Serenity

What is Financial Serenity's official website?
Financial Serenity's official website is www.financialserenity.co
What is Financial Serenity's Revenue?
Financial Serenity's revenue is <$5 Million
What is Financial Serenity's SIC code?
Financial Serenity's SIC: 62,628
What is Financial Serenity's NAICS code?
Financial Serenity's NAICS: 52,523
How many employees does Financial Serenity have?
Financial Serenity has 1-10 employees
What industry does Financial Serenity belong to?
Financial Serenity is in the industry of: Finance, Securities Trading
What is Financial Serenity competition?
Financial Serenity top competitors include: JP SANTANIELLO Retirement Planning Solutions, Retirement Income Planning, KMR Wealth Advisory, Sterling Total Wealth Solutions
What technology does Financial Serenity use?
Some of the popular technologies that Financial Serenity uses are: Zoho SalesIQ, Zoho PageSense
What does Financial Serenity do?

Financial Serenity offers faith-based financial coaching and legacy planning services aimed at transforming financial stress into peace. They help clients align their finances with their values through intentional planning and Christian wisdom, catering to individuals from foundational building to advanced legacy planning. The company also fosters... a community for those starting their financial journey, providing resources and guidance for effective investing and ongoing financial planning. Additionally, they contribute 1% of their revenue to support a faith-based community movement.Read More

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

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