FP Wealth Management

Finance · Nebraska, United States · 1-10 Employees

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Overview

Headquarters

770 N Cotner Blvd Ste 411, Lincoln, Nebr...

Phone Number

(402) 465-5678

Revenue

<$5 Million

Industry

Finance Securities Trading

About FP Wealth Management

FP Wealth Management, Inc. is a financial planning firm that specializes in helping multi-generational families and businesses navigate their financial journeys. With over 150 years of combined experience, the firm offers a range of services including tax planning, retirement income planning, estate planning, investment planning, insurance planning, and business planning. Their team-based approach ensures personalized care and support for clients at every life stage, from initial financial planning to wealth transfer strategies. The firm is dedicated to helping clients achieve their financial goals and live the life they desire.Explore more
FP Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

FP Wealth Management Org Chart

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RF
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President & Cfp Professional

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FP Wealth Management

<$5M
1-10
Private
-
-
RF
Robert FitzSimmonsPresident & Cfp Professional
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2002
LH
Lori HaynesOffice Manager
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
Illustration of an envelope

FP Wealth Management Tech Stack

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Frequently Asked Questions Regarding FP Wealth Management

What is FP Wealth Management's official website?
FP Wealth Management's official website is www.fp-wealth.com
What is FP Wealth Management's Revenue?
FP Wealth Management's revenue is <$5 Million
What is FP Wealth Management's SIC code?
FP Wealth Management's SIC: 62,628
What is FP Wealth Management's NAICS code?
FP Wealth Management's NAICS: 52,523
How many employees does FP Wealth Management have?
FP Wealth Management has 1-10 employees
What industry does FP Wealth Management belong to?
FP Wealth Management is in the industry of: Finance, Securities Trading
What is FP Wealth Management competition?
FP Wealth Management top competitors include: La Pointe Wealth Management, Dudley Asset Management, Siler Wealth Management, Alchemy Financial Group
What technology does FP Wealth Management use?
Some of the popular technologies that FP Wealth Management uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Font API
How do I contact FP Wealth Management?
FP Wealth Management contact info: Phone number: (402) 465-5678 Website: www.fp-wealth.com
What does FP Wealth Management do?

FP Wealth Management, Inc. is a financial planning firm that specializes in helping multi-generational families and businesses navigate their financial journeys. With over 150 years of combined experience, the firm offers a range of services including tax planning, retirement income planning, estate planning, investment planning, insurance planning... , and business planning. Their team-based approach ensures personalized care and support for clients at every life stage, from initial financial planning to wealth transfer strategies. The firm is dedicated to helping clients achieve their financial goals and live the life they desire.Read More

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

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