Spiritus Financial Planning
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
7 4th St Ste 1, Windsor, California, 954...Phone Number
(707) 534-9478Website
www.spiritusfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1
About Spiritus Financial Planning
Spiritus Financial is a fee-only comprehensive financial planning firm based in Petaluma, Sonoma County, CA, specializing in retirement planning and investment advisory services. The firm serves clients across the United States, from San Francisco to New York, providing objective advice that prioritizes clients' best interests. Their personalized and holistic approach aligns financial strategies with clients' core values, ensuring a secure financial future. Spiritus Financial emphasizes integrity, experience, and simplicity in their services, making financial planning accessible and effective.Explore more
Spiritus Financial Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Spiritus Financial Planni...
<$5M
1-10
Private
-
2003
MZ
Mark ZaifmanFounder & Fee-Only Financial Planner
Company Profile Activity
Activity Insights
Spiritus Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Spiritus Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spiritus Financial Planning.
Spiritus Financial Planning Tech Stack
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Spiritus Financial is a fee-only comprehensive financial planning firm based in Petaluma, Sonoma County, CA, specializing in retirement planning and investment advisory services. The firm serves clients across the United States, from San Francisco to New York, providing objective advice that prioritizes clients' best interests. Their personalized a... Read More
