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Spiritus Financial Planning

Spiritus Financial Planning

Financial Services, Po Box 1978, Windsor, California, 95492, United States, 1-10 Employees

spiritusfinancial.com

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Who is SPIRITUS FINANCIAL PLANNING

Spiritus Financial Planning was founded by Mark Zaifman in 2003 with the intention of bringing fee-only, values-based financial planning services not just to the wealthy, but to everyone....

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  • Po Box 1978, Windsor, California, 95492, United States Headquarters: Po Box 1978, Windsor, California, 95492, United States
  • 2003 Date Founded: 2003
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 7389 | NAICS Code: 523940 | Show More

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Spiritus Financial Planning Org Chart and Mapping

Employees
Mark Zaifman

Mark Zaifman

Holistic Fee-Only Financial Planning | Investment Management | Retirement Planning

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Frequently Asked Questions Regarding Spiritus Financial Planning

Answer: Spiritus Financial Planning's headquarters are located at Po Box 1978, Windsor, California, 95492, United States

Answer: Spiritus Financial Planning's phone number is 70********

Answer: Spiritus Financial Planning's official website is https://spiritusfinancial.com

Answer: Spiritus Financial Planning's revenue is Under $1 Million

Answer: Spiritus Financial Planning's SIC: 7389

Answer: Spiritus Financial Planning's NAICS: 523940

Answer: Spiritus Financial Planning has 1-10 employees

Answer: Spiritus Financial Planning is in Financial Services

Answer: Spiritus Financial Planning contact info: Phone number: 70******** Website: https://spiritusfinancial.com

Answer: Spiritus Financial Planning was founded by Mark Zaifman in 2003 with the intention of bringing fee-only, values-based financial planning services not just to the wealthy, but to everyone. Prior to then, this type of strategic, objective, personalized planning service was available only to high net worth investors. Serving clients from coast to coast, Spiritus Financial Planning is a California registered investment advisory firm. Independent, objective and always putting your best interests first, Spiritus clients enjoy stellar service and individualized attention. The Spiritus holistic approach to financial planning is both light-hearted and respectful of the profound, and often conflicted issues money can raise in one's life. With a focus on bringing your money and your life in alignment with your values, Spiritus helps clients develop sound financial strategies that can add more to their net worth than a lifetime of work. The goal at Spiritus is simple - to help clients make smart financial decisions - and securing your financial future.

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