Todd L Freeman

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1601 El Camino Real Ste 201, Belmont, Ca...

Phone Number

(650) 595-1791

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Todd L Freeman

Freeman Wealth Planning is an independent financial advisory firm that provides comprehensive financial services specifically tailored for education professionals and their families in the Bay Area. The company emphasizes a personalized approach to financial planning, focusing on long-term financial independence and informed decision-making. With over 50 years of experience, they pride themselves on offering objective advice without affiliations to any insurance or investment companies. Their mission is to help clients navigate unique financial challenges and achieve their personal goals.Explore more
Todd L Freeman's Social MediaPopular SearchesTodd L FreemanFreeman Todd CFPCambridge InvestmentTodd FreemanTodd Freeman CfpSIC Code 62,628NAICS Code 52,523Show more

Todd L Freeman Org Chart

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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Todd L Freeman

<$5M
1-10
Private
-
-
$5.2M
11-50
Private
-
2004
MZ
Marilyn ZehntnerPresident & Chief Operating Officer, Cco
<$5M
1-10
Private
-
2006
MM
Matthew MorrisPartner, Chief Investment Officer
<$5M
1-10
Private
-
2007
JP
Jill PowersManaging Certified Financial Partner & Planner
<$5M
1-10
Private
-
2010
GS
Gabriel SmithBranch Manager
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2008
N/A
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Activity Insights

Todd L Freeman is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Todd L Freeman Tech Stack

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Frequently Asked Questions Regarding Todd L Freeman

What is Todd L Freeman's official website?
Todd L Freeman's official website is www.toddlfreeman.com
What is Todd L Freeman's Revenue?
Todd L Freeman's revenue is <$5 Million
What is Todd L Freeman's SIC code?
Todd L Freeman's SIC: 62,628
What is Todd L Freeman's NAICS code?
Todd L Freeman's NAICS: 52,523
How many employees does Todd L Freeman have?
Todd L Freeman has 1-10 employees
What industry does Todd L Freeman belong to?
Todd L Freeman is in the industry of: Finance, Securities Trading
What is Todd L Freeman competition?
Todd L Freeman top competitors include: Eagle Retirement & Financial Advisors, Sunburst Financial, Financial Eagle, Trilogy Wealth Advisors
What technology does Todd L Freeman use?
Some of the popular technologies that Todd L Freeman uses are: Smarsh, Fastly, Redtail CRM
How do I contact Todd L Freeman?
Todd L Freeman contact info: Phone number: (650) 595-1791 Website: www.toddlfreeman.com
What does Todd L Freeman do?

Freeman Wealth Planning is an independent financial advisory firm that provides comprehensive financial services specifically tailored for education professionals and their families in the Bay Area. The company emphasizes a personalized approach to financial planning, focusing on long-term financial independence and informed decision-making. With o... ver 50 years of experience, they pride themselves on offering objective advice without affiliations to any insurance or investment companies. Their mission is to help clients navigate unique financial challenges and achieve their personal goals.Read More

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

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