Suddenly Single Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1504 Viscaino Rd, Pebble Beach, Californ...

Phone Number

(831) 645-9300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Suddenly Single Wealth Management

Suddenly Single Wealth Management is a financial boutique focused on providing personalized financial guidance to women experiencing major life transitions such as divorce or loss. With over 25 years of experience, Kathy Eckerson, the founder, emphasizes an educational and supportive approach to help clients achieve financial wellness. The firm aims to empower clients by acting as a financial co-pilot, offering clarity and understanding in navigating their financial journeys. Through resources like her upcoming book and various financial services, the company seeks to foster a healthier financial environment for its clients.Explore more
Popular SearchesSuddenly Single Wealth ManagementSuddenlysinglewealthmanagement ComSingle Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Suddenly Single Wealth Ma...

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
1997
JO
Janine OsterinkChief Compliance Officer
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
1989
RG
Robin GoettingManager, Client Services
<$5M
1-10
Private
-
2000
NH
Nick HeinrichDirector, Financial Planning
<$5M
1-10
Private
-
1984
JO
Janine OsterinkChief Compliance Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Suddenly Single Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Suddenly Single Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Suddenly Single Wealth Management.

Suddenly Single Wealth Management Tech Stack

A closer look at the technologies used by Suddenly Single Wealth Management

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Frequently Asked Questions Regarding Suddenly Single Wealth Management

What is Suddenly Single Wealth Management's official website?
Suddenly Single Wealth Management's official website is www.suddenlysinglewealthmanagement.com
What is Suddenly Single Wealth Management's Revenue?
Suddenly Single Wealth Management's revenue is <$5 Million
What is Suddenly Single Wealth Management's SIC code?
Suddenly Single Wealth Management's SIC: 62,628
What is Suddenly Single Wealth Management's NAICS code?
Suddenly Single Wealth Management's NAICS: 52,523
How many employees does Suddenly Single Wealth Management have?
Suddenly Single Wealth Management has 1-10 employees
What industry does Suddenly Single Wealth Management belong to?
Suddenly Single Wealth Management is in the industry of: Finance, Securities Trading
What is Suddenly Single Wealth Management competition?
Suddenly Single Wealth Management top competitors include: Schipper & Osterink, Phase 2 Wealth Advisors, Kort Advisor Group, Schaefer Wealth Management
What technology does Suddenly Single Wealth Management use?
Some of the popular technologies that Suddenly Single Wealth Management uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
How do I contact Suddenly Single Wealth Management?
Suddenly Single Wealth Management contact info: Phone number: (831) 645-9300 Website: www.suddenlysinglewealthmanagement.com
What does Suddenly Single Wealth Management do?

Suddenly Single Wealth Management is a financial boutique focused on providing personalized financial guidance to women experiencing major life transitions such as divorce or loss. With over 25 years of experience, Kathy Eckerson, the founder, emphasizes an educational and supportive approach to help clients achieve financial wellness. The firm aim... s to empower clients by acting as a financial co-pilot, offering clarity and understanding in navigating their financial journeys. Through resources like her upcoming book and various financial services, the company seeks to foster a healthier financial environment for its clients.Read More

Is Suddenly Single Wealth Management a public company?
Suddenly Single Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Suddenly Single Wealth Management

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