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Confidence Financial Partners Logo
Confidence Financial Partners CB Rank
1779391
Heat Score
61
Confidence Financial Partners is a boutique financial and tax planning company.
Founded
obfuscation
Private Rancho Santa Fe, California, United States1-10 www.confidencefp.com
Financial Services
Life Insurance
Professional Services
Overview

Confidence Financial Partners
Heat Score
61

Growth Score
pts
in past quarter
Heat Score 61
-8 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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See more interactive data and historical milestones on desktop for the best experience

About Confidence Financial Partners

CB Rank
1779391
Confidence Financial Partners is a boutique financial and tax planning company.
Founded
obfuscation
Private Rancho Santa Fe, California, United States1-10 www.confidencefp.com
Financial Services
Life Insurance
Professional Services

Details

Also Known As CFP
Operating Status Active
Company Type For Profit
Phone Number 858-756-6115
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Strategy
Designs tax-free options to maximize retirement income or establish additional future income streams.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

IT Spend

$68.5KThis year, Confidence Financial Partners is projected to spend $68.5K on IT, according to Aberdeen.

Active Website Tech Count

3Confidence Financial Partners is actively using 3 technologies for its website, according to BuiltWith. These include Euro and  CommonCrawl Top 200m.
Sub-Organizations
Frequently Asked Questions

Where is Confidence Financial Partners's headquarters? Confidence Financial Partners is located in Rancho Santa Fe, California, United States.Who are Confidence Financial Partners's competitors? Alternatives and possible competitors to Confidence Financial Partners may include Mariner Wealth Advisors, CAPTRUST, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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