Insights

Established Client Base Money Matters with Ken Moraif manages over 8,000 clients with assets exceeding 4.7 billion dollars, indicating a significant presence in the retirement planning sector that can be leveraged for cross-selling advanced financial services or premium offerings.

Growing Revenue With an annual revenue estimated between 25 and 50 million dollars, the company demonstrates steady market demand, presenting opportunities for upselling new financial products or tailored advisory services to its existing client base.

Technology Stack Usage The company's utilization of digital tools like Google Tag Manager, YouTube, and tracking pixels suggests an openness to digital marketing and online engagement, opening avenues for targeted outreach campaigns and digital financial solutions.

Market Focus Specializing in retirement and financial planning services within the US, the company’s expertise and geographic focus position it well for marketing authoritative retirement solutions and collaborating on educational webinars or content.

Competitive Positioning Operating in a market alongside established firms like Charles Schwab and Fidelity, Money Matters can differentiate by emphasizing personalized retirement planning services, offering niche financial products, and developing client loyalty initiatives to grow its market share.

Money Matters with Ken Moraif Tech Stack

Money Matters with Ken Moraif uses 8 technology products and services including Facebook Pixel, TrackJS, Google Fonts API, and more. Explore Money Matters with Ken Moraif's tech stack below.

  • Facebook Pixel
    Analytics
  • TrackJS
    Analytics
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • AddThis
    Widgets

Media & News

Money Matters with Ken Moraif's Email Address Formats

Money Matters with Ken Moraif uses at least 1 format(s):
Money Matters with Ken Moraif Email FormatsExamplePercentage
First.Last@moneymatters.netJohn.Doe@moneymatters.net
37%
First@moneymatters.netJohn@moneymatters.net
30%
FirstLast@moneymatters.netJohnDoe@moneymatters.net
27%
Last@moneymatters.netDoe@moneymatters.net
6%

Frequently Asked Questions

What is Money Matters with Ken Moraif's phone number?

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You can contact Money Matters with Ken Moraif's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Money Matters with Ken Moraif's official website and social media links?

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Money Matters with Ken Moraif's official website is moneymatters.net and has social profiles on LinkedIn.

What is Money Matters with Ken Moraif's NAICS code?

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Money Matters with Ken Moraif's NAICS code is 52 - Finance and Insurance.

How many employees does Money Matters with Ken Moraif have currently?

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As of December 2025, Money Matters with Ken Moraif has approximately 51 employees across 2 continents, including North AmericaAsia. Key team members include Chief Compliance Officer/Director Of Operations: B. F.Director, Client Services: J. S.Senior Advisor: D. D.. Explore Money Matters with Ken Moraif's employee directory with LeadIQ.

What industry does Money Matters with Ken Moraif belong to?

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Money Matters with Ken Moraif operates in the Financial Services industry.

What technology does Money Matters with Ken Moraif use?

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Money Matters with Ken Moraif's tech stack includes Facebook PixelTrackJSGoogle Fonts APIjQueryMoment.jsGoogle Tag ManagerYouTubeAddThis.

What is Money Matters with Ken Moraif's email format?

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Money Matters with Ken Moraif's email format typically follows the pattern of First.Last@moneymatters.net. Find more Money Matters with Ken Moraif email formats with LeadIQ.

When was Money Matters with Ken Moraif founded?

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Money Matters with Ken Moraif was founded in 2011.

Money Matters with Ken Moraif

Financial ServicesTexas, United States51-200 Employees

This page is a publication of MMWKM Advisors, LLC (d/b/a Retirement Planners of America.) Retirement Planners of America manages over $4.7 billion for over 8,000 clients.* Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. (*As of 12/31/2021) 

“Liking” or “Sharing” content posted on this page does not constitute a testimonial or endorsement of MMWKM's investment advisory services as that is highly regulated by the Securities and Exchange Commission. Any comments  on this page or sharing of content with added commentary by any party, including those affiliated with RPOA, should not be considered a solicitation, endorsement or testimonial for MMWKM's investment advisory services.

Information presented on this page is believed to be current and factual, but accuracy is not guaranteed and should not be regarded as a complete subject analysis. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information provided is general in nature and does not constitute personalized investment, tax or estate planning advice. A licensed professional should be consulted before implementing any of the options presented. 

Information on this page is not an offer to buy or sell, or a solicitation of any offer to buy or sell securities. Any hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services or products found on pages linked hereto.

RPOA's advisory services are offered through MMWKM Advisors, LLC, which only transacts business in states where it is registered or is excluded/exempted from registration requirements. SEC registration does not constitute endorsement of the firm by the SEC, nor does it indicate the adviser has attained a particular level of skill or ability. For more information, visit https://rpoa.com/disclosures-in-retirement-retirement-planners.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Money Matters with Ken Moraif's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Money Matters with Ken Moraif's revenue is estimated to be in the range of $25M$50M

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