Schanna Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

29222 Rancho Viejo Rd Ste 226, San Juan ...

Phone Number

(949) 715-3059

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Schanna Financial

Schanna Financial is a holistic financial planning and wealth management firm based in Laguna Niguel, CA. The company specializes in creating personalized financial plans that align clients' life values with their long-term goals, providing guidance in investment decisions and financial planning. Their services include investment advisory, securities, and insurance services, aimed at helping individuals and families achieve their financial potential. Schanna Financial is committed to building lasting relationships with clients through trust, service, and results.Explore more
Schanna Financial's Social MediaPopular SearchesSchanna FinancialSchanna Financial & Insurance Service IncSchanna Financial GroupSchannafinancial ComSchannafinancial.comSIC Code 62,628NAICS Code 52,523Show more

Schanna Financial Org Chart

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JS
United States flag for contact location.

Holistic Financial Planner & Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schanna Financial

<$5M
1-10
Private
-
1977
JS
Jeff SchannaHolistic Financial Planner & Manager, Wealth
$5.1M
11-50
Private
-
1997
<$5M
1-10
Private
-
2010
JR
Jarrod RutledgeFounding Partner
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
1981
CM
Clyde McKayManaging Member
<$5M
1-10
Private
-
2016
Steven Ambrosio, Chief Financial Officer at Fox Wealth Management Group
Steven AmbrosioChief Financial Officer
<$5M
1-10
Private
-
2015
WG
William GoodmanFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Schanna Financial Tech Stack

A closer look at the technologies used by Schanna Financial

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Frequently Asked Questions Regarding Schanna Financial

What is Schanna Financial's official website?
Schanna Financial's official website is www.schannafinancial.com
What is Schanna Financial's Revenue?
Schanna Financial's revenue is <$5 Million
What is Schanna Financial's SIC code?
Schanna Financial's SIC: 62,628
What is Schanna Financial's NAICS code?
Schanna Financial's NAICS: 52,523
How many employees does Schanna Financial have?
Schanna Financial has 1-10 employees
What industry does Schanna Financial belong to?
Schanna Financial is in the industry of: Finance, Insurance, Securities Trading
What is Schanna Financial competition?
Schanna Financial top competitors include: Provident Wealth Management Group, Retirement Resources, McKay DeRito, KASE Wealth Advisors
What technology does Schanna Financial use?
Some of the popular technologies that Schanna Financial uses are: reCAPTCHA, Cloudflare Website Optimization, Adwerx, Smarsh
How do I contact Schanna Financial?
Schanna Financial contact info: Phone number: (949) 715-3059 Website: www.schannafinancial.com
What does Schanna Financial do?

Schanna Financial is a holistic financial planning and wealth management firm based in Laguna Niguel, CA. The company specializes in creating personalized financial plans that align clients' life values with their long-term goals, providing guidance in investment decisions and financial planning. Their services include investment advisory, securiti... es, and insurance services, aimed at helping individuals and families achieve their financial potential. Schanna Financial is committed to building lasting relationships with clients through trust, service, and results.Read More

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

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