Insights

Niche Health Focus Specializes in health care reform, employee benefit design, consumer-driven plans, and self-insured options, indicating strong potential for cross-sell of advanced benefit designs and cost-containment solutions to small business clients.

Small Firm Advantage Very small team (2-10 employees) suggests a high-touch, consultative sales approach and opportunities to expand benefits with scalable, cost-effective solutions as the client grows.

Retirement and Risk Offers qualified and non-qualified retirement plans alongside life, disability, and long-term care insurance, opening doors for integrated financial wellness packages and advisory services.

Digital Presence Opportunity Reliance on a personal LinkedIn channel and a single website indicates potential for enhanced digital marketing, lead generation, and brand credibility enhancements to attract new business.

Competitive Positioning Revenue appears in the lower-to-mid range relative to peers; focusing on differentiators like consumer-driven plans, HSA/FSA offerings, and targeted industries could sharpen competitive edge with SMBs seeking cost efficiency.

Similar companies to Pacific Coast Planning Insurance Services

Pacific Coast Planning Insurance Services Tech Stack

Pacific Coast Planning Insurance Services uses 8 technology products and services including Squarespace, Webpack, Squarespace Commerce, and more. Explore Pacific Coast Planning Insurance Services's tech stack below.

  • Content Management System
  • Webpack
    Development
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Sitelinks Search Box
    Web Tools And Plugins

Pacific Coast Planning Insurance Services's Email Address Formats

Pacific Coast Planning Insurance Services uses at least 0 email formats:
Pacific Coast Planning Insurance Services Email FormatsExamplePercentage

Frequently Asked Questions

What is Pacific Coast Planning Insurance Services's official website and social media links?

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Pacific Coast Planning Insurance Services's official website is pacificcoastplanning.com and has social profiles on LinkedIn.

How much revenue does Pacific Coast Planning Insurance Services generate?

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As of October 2026, Pacific Coast Planning Insurance Services's annual revenue is estimated to be $10M - $25M.

What is Pacific Coast Planning Insurance Services's NAICS code?

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Pacific Coast Planning Insurance Services's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Pacific Coast Planning Insurance Services have currently?

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As of October 2026, Pacific Coast Planning Insurance Services has approximately 3 employees across 1 continents, including North America. Key team members include Owner: D. G. Explore Pacific Coast Planning Insurance Services's employee directory with LeadIQ.

What industry does Pacific Coast Planning Insurance Services belong to?

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Pacific Coast Planning Insurance Services operates in the Insurance industry.

What technology does Pacific Coast Planning Insurance Services use?

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Pacific Coast Planning Insurance Services's tech stack includes Squarespace, Webpack, Squarespace Commerce, Microsoft 365, JSON-LD, Modernizr, Google Tag Manager and Sitelinks Search Box.

When was Pacific Coast Planning Insurance Services founded?

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Pacific Coast Planning Insurance Services was founded in 1989.
Pacific Coast Planning Insurance Services logo

Pacific Coast Planning Insurance Services

InsuranceCalifornia, United States2-10 Employees

Pacific Coast Planning Insurance Services operates in the insurance industry, providing a range of employee benefits and retirement-related offerings. Based in San Rafael, California, the firm focuses on designing and implementing health care reform solutions, consumer-driven health plans, self-insured and partially self-insured arrangements, and executive fringe benefits, along with life, disability, long-term care, and retirement plan services. Its services appear to target employers seeking comprehensive group benefits that cover medical, dental, vision, and various tax-advantaged account structures such as HRAs, HSAs, and FSAs. The company emphasizes specialized areas like employee benefit design and implementation, as well as financial protection for individuals through life and disability coverage, positioning itself as a niche provider within the broader benefits consultancy space. While information on scale is limited, the business operates from a single location and appears to focus on a personal, advisory approach to benefits planning and insurance solutions.

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1989
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Pacific Coast Planning Insurance Services's revenue is estimated to be in the range of $10M - $25M

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