Summary
Center for Financial Planning Inc
Founded in 1985
Description
A privately held wealth management firm helping you Live YOUR Plan through financial planning done right https://t.co/VHH4KrY2XP
Strengths
- Center for Financial Planning Inc has a strong market share in their industry
- Web traffic rankings are better than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Since Center for Financial Planning Inc was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Center for Financial Planning Inc's annual revenue
$6412000
Based on Kona Equity data
-
Revenue per employee
$229000
-
Variance of revenue growth
0.27
-
Annual revenue growth since founding
$164410
-
Revenue growth rate from first known quarter to current
-37.7%
Employee Count
28 employees
-
Employee growth rate from first known quarter to current
-34.0%
Executives
James Brown
Manager, Information Technology
j**@centerfinplan.comAngela Palacios
Partner
a**@centerfinplan.comShatara King
Client Service Administrator
s**@centerfinplan.comEmily Moore
Client Service Associate
e**@centerfinplan.comNick Defenthaler
Partner, Certified Financial Planner
n**@centerfinplan.comMatthew Chope
Partner and Owner
m**@centerfinplan.comLauren Adams
Partner, Director of Operations
l**@centerfinplan.comLaurie Renchik
Partner and Senior Financial Planner
l**@centerfinplan.comMarilyn Gunther
Partner
m**@centerfinplan.comMelissa Cyrus
Registered Client Service Associate
m**@centerfinplan.comMichael Brocavich
Certified Financial Planner
m**@centerfinplan.comGerri Harmer
Client Specializing In Event Planning & Marketing Service Manager
g**@centerfinplan.comJeanette Lopiccolo
Financial Associate & Planner
j**@centerfinplan.comAmanda Toia
Client Service Manager
a**@centerfinplan.comRobert Ingram
Financial Planner
r**@centerfinplan.comJen Hackmann
Registered Client & Paraplanner Service Manager
j**@centerfinplan.comG Score - 2
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
1.88 M
-
Page views per visitor
1.0
-
Daily time
0:54
Location
Unlock unlimited leads
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Key Information
- Name: Center for Financial Planning Inc
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 5416; 523910
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Firmographic data G Score of 2 Founded in 1985 SIC: 6211 SIC: 621 NAICS: 5416 NAICS: 523910 #Brokerage #Finance
Frequently Asked Questions
Center for Financial Planning Inc's headquarters are located at 24800 Denso Dr. Southfield, MI 48033.
Center for Financial Planning Inc's official website is centerfinplan.com
Center for Financial Planning Inc's annual revenue is $6.4 M.
Center for Financial Planning Inc's SIC: 6211; 621
Center for Financial Planning Inc's NAICS: 5416; 523910.
Center for Financial Planning Inc has 28 employees
Center for Financial Planning Inc is in the industry of Professional training & coaching.
