What is Personal Financial Consultants's NAICS code?

Personal Financial Consultants's NAICS code is 52 (Finance and Insurance).

Insights

Growing Acquisition Personal Financial Consultants was acquired by EP Wealth Advisors in 2019 for $200 million, indicating potential access to broader resources and opportunities for strategic partnership or service expansion within the financial advisory sector.

Niche Market Focus Serving clients across the West and Hawaii with personalized, unbiased financial guidance positions the company as a specialized player in regional wealth management, opening avenues for targeted regional technology solutions or marketing tools.

Limited Current Revenue With revenue under $1 million and a small team of fewer than 2 employees, there is significant growth potential in scaled technology, operational efficiencies, and marketing solutions to boost client acquisition and revenue streams.

Tech-Driven Approach Utilizing advanced technologies like AWS, React, and HSTS presents opportunities for selling innovative cybersecurity, cloud solutions, or client engagement platforms tailored to financial advisory firms.

Market Positioning Compared to large firms like Charles Schwab and Fidelity, Personal Financial Consultants' specialized regional service offers a unique value proposition, making it an attractive target for premium financial planning tools or niche compliance solutions.

Personal Financial Consultants Tech Stack

Personal Financial Consultants uses 8 technology products and services including Amazon Web Services, Google Fonts API, RequireJS, and more. Explore Personal Financial Consultants's tech stack below.

Amazon Web Services

Cloud Hosting

Google Fonts API

Font Scripts

RequireJS

Javascript Frameworks

React

Javascript Frameworks

TweenMax

Javascript Frameworks

Lodash

Javascript Libraries

Zepto

Javascript Libraries

HSTS

Security

Frequently Asked Questions

Where is Personal Financial Consultants's headquarters located?

Personal Financial Consultants's main headquarters is located at Lafayette, California United States. The company has employees across 1 continents, including North America.

What is Personal Financial Consultants's phone number?

You can contact Personal Financial Consultants's main corporate office by phone at

+1-888-557-****

. 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 Personal Financial Consultants's official website and social media links?

Personal Financial Consultants's official website is personalfinancial.com and has social profiles on LinkedIn.

What is Personal Financial Consultants's SIC code NAICS code?

Personal Financial Consultants's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Personal Financial Consultants have currently?

As of February 2026, Personal Financial Consultants has approximately 1 employees across 1 continents, including North America. Key team members include President: L. K.Owner And President: F. V.Business Owner: T. R.. Explore Personal Financial Consultants's employee directory with LeadIQ.

What industry does Personal Financial Consultants belong to?

Personal Financial Consultants operates in the Financial Services industry.

What technology does Personal Financial Consultants use?

Personal Financial Consultants's tech stack includes Amazon Web ServicesGoogle Fonts APIRequireJSReactTweenMaxLodashZeptoHSTS.

Personal Financial Consultants

Q: What technology does Personal Financial Consultants use?

Personal Financial Consultants's tech stack includes RequireJS, Lodash, Facebook, React, Amazon Web Services.

Financial ServicesCalifornia, United States0-1 Employees

Personal Financial Consultants, Inc. is an independent, registered investment advisory and financial planning firm that serves clients throughout the West and Hawaii. Our financial planners work with clients to help them clarify their financial goals and feelings around money, develop investment and savings plans that align with their goals, and address pending life changes that could affect their financial future. Whether you are planning for retirement, managing an unexpected windfall, creating a plan to transfer wealth to your children, or have other concerns, we provide honest, unbiased and independent advice that's focused on your life. Don't let money or your feelings about it rule your life. Explore a relationship with Personal Financial Consultants. We're a different kind of financial firm.Our financial planning professionals become your personal financial team, giving you confidence and control over your financial life.

Insights

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