Company Overview
- Headquarters
- 805 Aerovista Place, San Luis Obispo CA
- Website
- fit-financial.com
- Employees
- 6
- Founded in
- 2009
- Industry
- Financial Services
Financials & Stats
Revenue
$1B
Who is FIT Financial
FIT Financial is an independent financial planning firm based in San Luis Obispo, California. They are a small company with 6 employees and generate an annual revenue of $1 million. FIT Financial specializes in helping individuals and business owners develop comprehensive financial plans, focusing on their "Plan B" - their desired future state in the next 1 to 5 years. Their services encompass a range of financial needs, including cash flow management, investment management, budgeting, business management, marketing strategies, and retirement planning. Their expertise lies in providing personalized guidance and implementing customized plans to help clients achieve their financial goals. FIT Financial believes everyone should have a defined growth plan, and they are dedicated to providing the knowledge and resources to make those plans a reality. For more information about FIT Financial and their services, please visit their website at fit-financial.com.
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