Titus Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

568 Mills Way, Goleta, California, 93117...

Phone Number

(503) 980-3337

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Titus Financial

We are a fee-only advisor delivering genuine transparency and objectivity in creating financial solutions. Solutions are designed to achieve financial success with the highest probability of success at the lowest possible risk. James Titus has been in the financial industry since 1985. Over his career he has had leadership positions in financial institutions where he initiated and promoted business units unique to those institutions. James became the youngest Sr. Vice President of a local State chartered bank where he began and managed the Retirement Plan Division and integrated trust services among affiliate banks. He was instrumental in creating a publically traded mutual fund and initiated a new business unit for a national financial services corporation to offer personal financial planning. In 2008 James founded Titus Financial, Inc. featuring financial planning and investment services predicated on client values and professional objectivity. James lives where he was born and raiseRead more
Titus Financial's Social MediaPopular SearchesTitus Financial IncTitus FinancialTitus & Associates Insurance & Financial Services ...Titus & AssociatesTitus AssociatesSIC Code 62,628NAICS Code 52,523Show more

Titus Financial Org Chart

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Titus Financial

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2008
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Titus Financial Tech Stack

A closer look at the technologies used by Titus Financial

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Frequently Asked Questions Regarding Titus Financial

What is Titus Financial's official website?
Titus Financial's official website is www.titusfinancialplanning.com
What is Titus Financial's Revenue?
Titus Financial's revenue is <$5 Million
What is Titus Financial's SIC code?
Titus Financial's SIC: 62,628
What is Titus Financial's NAICS code?
Titus Financial's NAICS: 52,523
How many employees does Titus Financial have?
Titus Financial has 1-10 employees
What industry does Titus Financial belong to?
Titus Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Titus Financial competition?
Titus Financial top competitors include: Meridian Wealth Advisors, Focus Financial Network, Furlong Investment Solutions, Vertex Capital Advisors
What technology does Titus Financial use?
Some of the popular technologies that Titus Financial uses are: Tierpoint, Salesforce Lightning Platform, GoDaddy DNS, Salesforce
How do I contact Titus Financial?
Titus Financial contact info: Phone number: (503) 980-3337 Website: www.titusfinancialplanning.com
What does Titus Financial do?

We are a fee-only advisor delivering genuine transparency and objectivity in creating financial solutions. Solutions are designed to achieve financial success with the highest probability of success at the lowest possible risk. James Titus has been in the financial industry since 1985. Over his career he has had leadership positions in financial in... stitutions where he initiated and promoted business units unique to those institutions. James became the youngest Sr. Vice President of a local State chartered bank where he began and managed the Retirement Plan Division and integrated trust services among affiliate banks. He was instrumental in creating a publically traded mutual fund and initiated a new business unit for a national financial services corporation to offer personal financial planning. In 2008 James founded Titus Financial, Inc. featuring financial planning and investment services predicated on client values and professional objectivity. James lives where he was born and raised in Portland, Oregon with his wife, son and daughter. The entire family enjoys golf, skiing, fishing, and family vacations abroad. He served on the Board of Directors and as President of The Raphael House of Portland, the Board of The University Club of Portland, and the Board of The Financial Planning Association of Oregon and Southwest Washington. He obtained his Certified Financial Planner (CFP®) designation from the University of Portland Pamplin Business School in 2004.Read More

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

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