Kestra Financial
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
304 S Harbor City Blvd Ste 200, Melbourn...Phone Number
(321) 225-3154Website
www.threebridgesplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Kestra Financial
Three Bridges Planning offers comprehensive financial planning services tailored for business owners, physicians, and executives, emphasizing independence and client-first advice. Their expertise includes tax planning, financial planning, and investment management, designed to address the complexities of high-earning professionals. With over 50 years of advisory experience, they provide transparent and independent guidance, focusing on the unique financial needs of their clients. Based in Melbourne, Florida, they serve clients locally and beyond, helping them navigate financial challenges with confidence.Explore more
Kestra Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2021
CP
Craig PetrassiManaging Partner, Chief Investment Officer & Senior Portfolio Manager
Company Profile Activity
Activity Insights
Kestra Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Kestra Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kestra Financial.
Kestra Financial Tech Stack
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Three Bridges Planning offers comprehensive financial planning services tailored for business owners, physicians, and executives, emphasizing independence and client-first advice. Their expertise includes tax planning, financial planning, and investment management, designed to address the complexities of high-earning professionals. With over 50 yea... Read More
