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Central Coast Financial Management Logo
Central Coast Financial Management CB Rank
2089026
Heat Score
42
Central Coast Financial Management is a financial services firm that offers tax preparation, insurance, and risk management services.
Founded
obfuscation
Private Monterey, California, United States1-10 www.centralcoastfm.com
Financial Services
Retirement
Risk Management
Tax Preparation
Overview

Central Coast Financial Management
Heat Score
42

Growth Score
pts
in past quarter
Heat Score 42
-14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Central Coast Financial Management

CB Rank
2089026
Central Coast Financial Management is a financial services firm that offers tax preparation, insurance, and risk management services.
Founded
obfuscation
Private Monterey, California, United States1-10 www.centralcoastfm.com
Financial Services
Retirement
Risk Management
Tax Preparation

Details

Legal Name Central Coast Financial Management
Operating Status Active
Company Type For Profit
Phone Number +1 831 275 2608
Contact Email office@centralcoastfm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

IT Spend

$55.5KThis year, Central Coast Financial Management is projected to spend $55.5K on IT, according to Aberdeen.

Active Website Tech Count

19Central Coast Financial Management is actively using 19 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Central Coast Financial Management's headquarters? Central Coast Financial Management is located in Monterey, California, United States.
Who We Are
What We Do
Helpful Links
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