Pandowealth

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

1227 N Peachtree Pkwy PMB 216, Peachtree...

Website

www.pandowealth.com

Revenue

<$5 Million

Industry

Finance Securities Trading

About Pandowealth

Pandowealth specializes in providing financial wisdom and leadership specifically for Chick-fil-A Operators and support staff. They offer a range of services including personal and business CFO services, investment management, and business retirement plans, all designed to help clients grow their wealth and make informed financial decisions. With over 25 years of experience, Pandowealth is committed to serving the best interests of their clients through fee-only, objective fiduciary advice. Their mission emphasizes generosity and holistic financial health, empowering clients to achieve their financial goals.Explore more
Pandowealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Pandowealth Org Chart

DH
United States flag for contact location.
Daniel Hannoush

Chief Executive Officer & Co-Founder

PhoneEmail
DW
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Don Wilson

Chief Investment Officer

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JL
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Jessica Lusakueno

Director, Investments

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TM
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Director, Financial Planning

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SP
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Director, Business Retirement Plans

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Compare insights from companies similar to Pandowealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Revenue

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Founded In

Top Executive

Pandowealth

<$5M
11-50
Private
-
2015
DH
Daniel HannoushCEO & Co-Founder
SoundHaven Capital Manage...
$8.1M
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-
2005
LM
Linda MauroSenior Vice President, Operations
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$6.2M
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-
2006
N/A
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1-10
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-
2013
WF
Wendy FriederManager, Operations
Charles Carroll Financial...
<$5M
1-10
Private
-
2008
N/A
401K Plan Services
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
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Illustration of an envelope

Pandowealth Tech Stack

A closer look at the technologies used by Pandowealth

reCAPTCHA

By

Google
Salesforce Pardot

By

Salesforce
Embedly

By

Embedly
Google Drive

By

Google
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Frequently Asked Questions Regarding Pandowealth

What is Pandowealth's official website?
Pandowealth's official website is www.pandowealth.com What is Pandowealth's Revenue?
Pandowealth's revenue is <$5 Million What is Pandowealth's SIC code?
Pandowealth's SIC: 62,628 What is Pandowealth's NAICS code?
Pandowealth's NAICS: 52,523 How many employees does Pandowealth have?
Pandowealth has 11-50 employees What industry does Pandowealth belong to?
Pandowealth is in the industry of: Finance, Securities Trading What is Pandowealth competition?
Pandowealth top competitors include: Mcclure Wealth, Stratos Wealth Advisors, TrueNorth Retirement Services, Charles Carroll Financial Partners What technology does Pandowealth use?
Some of the popular technologies that Pandowealth uses are: reCAPTCHA, Salesforce Pardot, Embedly, Google Drive What does Pandowealth do?

Pandowealth specializes in providing financial wisdom and leadership specifically for Chick-fil-A Operators and support staff. They offer a range of services including personal and business CFO services, investment management, and business retirement plans, all designed to help clients grow their wealth and make informed financial decisions. With o... ver 25 years of experience, Pandowealth is committed to serving the best interests of their clients through fee-only, objective fiduciary advice. Their mission emphasizes generosity and holistic financial health, empowering clients to achieve their financial goals.Read More

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

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