Summary
Financial Planning Solutions Inc
Description
Financial Planning Solutions, Inc. is an independent registered investment advisory firm headquartered in Carlsbad, California. They provide comprehensive financial planning solutions and investment management services. Shelley Lee Boyce, a CERTIFIED F...
Strengths
- Financial Planning Solutions Inc has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Financial Planning Solutions Inc was founded, the company has grown faster than the industry average
Annual Revenue
Financial Planning Solutions Inc's annual revenue
$1418000
Based on Kona Equity data
-
Revenue per employee
$236333
-
Variance of revenue growth
0.51
-
Annual revenue growth since founding
$83411
-
Revenue growth rate from first known quarter to current
-68.3%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-71.4%
Executives
Felicia Lane
Manager, Operations & Paraplanner
f**@financialdesign.netRamesh Kardile
Divyadeep Investments
r**@financialdesign.netChristina Hurley
Client Service Specialist
c**@financialdesign.netJeff Stuart
CEO
j**@financialdesign.netMark Bates
Business Owner & Certified Financial Planner
m**@financialdesign.netDeacon Merle
Owner
d**@financialdesign.netPhone Solutions
Chief Executive Officer & President
p**@financialdesign.netMelody Brown
Client Service Marketing Associate
m**@financialdesign.netAndrew Holmes
Financial Planner
a**@financialdesign.netKim Fraser
Office Manager
k**@financialdesign.netGayle Playdon
Administrative Assistant
g**@financialdesign.netG Score - 6
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.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: Financial Planning Solutions Inc
- Category: Investment management
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 52393
See similar companies
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By City Carlsbad Small Financial Planner in Carlsbad Mid-size Financial Planner in Carlsbad Investment management in Carlsbad Small Investment management in Carlsbad Mid-size Investment management in Carlsbad
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By State CA Small companies in CA Investment management in CA Small Investment management in CA Mid-size Investment management in CA Small Financial Planner in CA Mid-size Financial Planner in CA
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
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Firmographic data G Score of 6 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52393 #Brokerage #Finance
Frequently Asked Questions
Financial Planning Solutions Inc's headquarters are located at 2784 Gateway Rd. , Ste. 102 Carlsbad, CA 92009.
Financial Planning Solutions Inc's official website is financialdesign.net
Financial Planning Solutions Inc's annual revenue is $1.4 M.
Financial Planning Solutions Inc's SIC: 6211; 621
Financial Planning Solutions Inc's NAICS: 523; 52393.
Financial Planning Solutions Inc has 6 employees
Financial Planning Solutions Inc is in the industry of Investment management.
