55
Growth Score
pts
Heat Score
-9 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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2509547
Cardinal Retirement Planning provides investment advisory, financial planning, and tax consulting services.
- Mike Aguilar: CIO & CO-OWNER
- Doug "Buddy" Amis: Founder ,President & CEO
About the Company
Cardinal Retirement Planning was created as an extension of Cardinal Advisors. Originally chartered by Hans “John” Scheil and Doug “Buddy” Amis, CRP supported only clients of Cardinal Advisors by providing investment advisory, financial planning, and tax consulting to clients and their families.
