Wayfinding Financial

  • Financial Services
  • Lynnwood WA
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
19020 33rd Ave W, Ste 390, Lynnwood WA
Website
wayfindingfinancial.com
Phone
(425) 361-0707
Employees
3
Founded in
2013
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Wayfinding Financial

Wayfinding Financial is a financial planning company based in Lynnwood, Washington. Comprised of a team of five employees, Wayfinding Financial generates annual revenue of $2.5 million. Their core services revolve around personalized financial planning for clients. This involves developing customized strategies tailored to each client's individual needs and aspirations, encompassing their families, passions, and overall life goals. The company emphasizes a unique approach called "The Wayfinding Process," which aims to map out a clear financial path and provide ongoing guidance to help clients achieve their desired outcomes. Wayfinding Financial differentiates itself through its focus on alleviating client anxiety surrounding financial well-being. They strive to empower clients by creating a roadmap for their financial future, fostering confidence and clarity in their financial journey. For more information about Wayfinding Financial's services and how they can help you define your financial future, visit their website at wayfindingfinancial.com.

Company Leadership

Donald O'Neal

Managing Partner

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O'Neal

Partner

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Teresa Brokaw

Senior Partner

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Wayfinding Financial Industry Tags

Financial Services
Financial Advisory Services
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Companies Similar to Wayfinding Financial

Analyze industry trends and opportunities by examining competitors and companies comparable to Wayfinding Financial, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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FAQ

What is the location of Wayfinding Financial's headquarters?
The headquarters of Wayfinding Financial are situated at 19020 33rd Ave W, Ste 390, Lynnwood WA
What is Wayfinding Financial's phone number?
Wayfinding Financial's contact number is (425) 361-0707.
What is Wayfinding Financial's official website?
The official website of Wayfinding Financial can be found at wayfindingfinancial.com.
What is Wayfinding Financial's current revenue?
As of October 2019, Wayfinding Financial's annual revenue reached $3B.
How many employees does Wayfinding Financial currently have?
Wayfinding Financial employs approximately 3+ people as of October 2019
Which industries is Wayfinding Financial primarily operating in?
Wayfinding Financial operates in the following industries: Finance, Credit
Who is the Managing Partner of Wayfinding Financial?
Wayfinding Financial's Managing Partner is Donald O'Neal
What are Wayfinding Financial's industry tags?
Wayfinding Financial's industry tags include: Financial Services, Financial Advisory Services
When was Wayfinding Financial founded?
Wayfinding Financial was founded in 2013.

Employee Directory

Key Employees

Cathie Arthurs

Partner

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