Company Overview
- Headquarters
- 9896 Rosemont Ave Suite 104, Littleton CO
- Website
- foundationforfinancialwellness.org
- Phone
- (855) 672-9051
- Employees
- 7
- Founded in
- 2010
- Industry
- Education/Training
- NAICS Code
-
NAICS Code 999 CompaniesNAICS Code 62 CompaniesNAICS Code 99 CompaniesNAICS Code 9999 CompaniesNAICS Code 621 Companies
- SIC Code
-
SIC Code 86 CompaniesSIC Code 809 CompaniesSIC Code 80 Companies
Financials & Stats
Revenue
$10B
Who is Foundation For Financial Wellness
The Foundation for Financial Wellness is a non-profit organization based in Littleton, Colorado. It is a small company with 7 employees. The Foundation for Financial Wellness promotes financial wellness through a behavior-based curriculum delivered by a national network of certified instructors. Their courses are designed to help employees better understand company benefits, budgeting, and essential financial management. The Foundation offers a variety of courses covering topics such as Fundamentals of Wellness, debt management, retirement planning, investment education, tax strategies, estate planning, and college education planning. They also work with organizations to develop customized curriculum tailored to their employees' needs. The Foundation for Financial Wellness sets itself apart through its commitment to providing objective and non-solicitous financial education. All of their instructors are independent practitioners with a minimum of five years of experience in relevant fields, including investments, insurance, tax planning, and/or law. Furthermore, each instructor undergoes specialized training in financial wellness, passes mastery-level exams, and adheres to annual continuing education requirements and rigorous background checks. To learn more about the Foundation for Financial Wellness and their services, visit their website at foundationforfinancialwellness.org.
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