FigTree Financial Advisors
Financial Services
Santa Clara, Ca, United States
3 employees
- Employees
- 3
- Contacts
- 2
- Emails
- 2
- Phones
- 1
FigTree Financial Advisors Overview
- Headquarters
- Santa Clara, Ca, United States
- Phone Number
- Available in AeroLeads
- Website
- figtreeadvisors.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2017
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About FigTree Financial Advisors
FigTree Financial Advisors is a comprehensive financial planning and investment management firm specializing in retirement planning. With more than 20 years of planning experience, we help our clients customize and execute their retirement plan so that they can retire with confidence. Our advisors are committed to helping our clients reach their goals, obtain financial security, and have peace of mind about their future.
FigTree Financial Advisors Contact Details
- People in AeroLeads
- 2
- With contact data
- 2
- Email contacts
- 2
- 100.0% coverage
- Phone contacts
- 1
- 50.0% coverage
FigTree Financial Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Marjorie Carbajal | Financial Advisor at Figtree Financial Advisors | San Jose, California, United States |
Email
|
| Regina Carbajal Legates | Principal at Figtree Financial Advisors – Helping Clients Nourish Their Dreams | San Francisco Bay Area, United States |
Email
Phone
|
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |