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List of Financial planners in Pleasanton
There are 87 Financial planners in Pleasanton as of November 14, 2024; which is an 2.22% increase from 2023. Of these locations, 34 Financial planners which is 39.08% of all Financial planners in Pleasanton are single-owner operations, while the remaining 53 which is 60.92% are part of larger brands. Average age of Financial planners in Pleasanton is 4 years and 11 months.Financial planners are also establishing a strong digital presence across various platforms: 48 have LinkedIn profiles, 31 have Facebook Pages, 13 are active on Instagram, 45 have X (formerly Twitter) handles, and 29 have YouTube channels. About 82 Financial planners have their own website and the remaining 10 don’t have their own website.
- 87
Number of Financial planners
- 27
Email addresses
- 90
Phone numbers
- 82
With Websites
- 48
LinkedIn Profiles
- 31
Facebook Profiles
- 13
Instagram Handles
- 45
X Handles
- 29
YouTube Channels
$99 $198(BFCM Discount: 50% OFF)
Download list of Financial planners in Pleasanton
You can download Financial planners email and phone number lists along with top management data. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beyond Academy | Address | Pleasanton | California | United States | Phone | 50 | 4.8 | Link | ||||||
| BlueSky Wealth Advisors - Fee-Only- NAPFA Members | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| William V Caddick Jr - Financial Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| Jennifer Loyer - Financial Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| Karen J Goodwin - Financial Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 2 | 5 | Link | ||||||
| Michelle Wilbur - Financial Advisor, Ameriprise Financial Services, LLC | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| Aspen Creek Financial | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link | ||||||
| Wealth Management Associates | Address | Pleasanton | California | United States | Phone | 0 | 0 | Link |
[
{
"name": "Beyond Academy",
"address": "46**********",
"phone": "********2880",
"email": "of****@be**********",
"lat": 37.6951167,
"lng": -121.9004042,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 4.8,
"rating_count": 50,
"category_name": "Family planning counselors,Colleges,Financial planners"
},
{
"name": "BlueSky Wealth Advisors - Fee-Only- NAPFA Members",
"address": "18**********",
"phone": "********3768",
"email": "co*****@my********",
"lat": 37.6785441,
"lng": -121.8753397,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "William V Caddick Jr - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********2080",
"email": "wi**********@am******",
"lat": 37.6830335,
"lng": -121.9020622,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Jennifer Loyer - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********2084",
"email": "je**********@am******",
"lat": 37.6830768,
"lng": -121.9020495,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Karen J Goodwin - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********3490",
"email": "ka**********@am******",
"lat": 37.6830244,
"lng": -121.9020604,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********2090",
"email": "ja**********@am******",
"lat": 37.6831289,
"lng": -121.9026016,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********2080",
"email": "sh**********@am******",
"lat": 37.6830335,
"lng": -121.9020622,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 5,
"rating_count": 2,
"category_name": "Financial planners,Investment services"
},
{
"name": "Michelle Wilbur - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "38**********",
"phone": "********2080",
"email": "mi**********@am******",
"lat": 37.6830491,
"lng": -121.9023255,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Aspen Creek Financial",
"address": "62**********",
"phone": "********1937",
"email": "ad***@as**********",
"lat": 37.6958805,
"lng": -121.9245177,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Wealth Management Associates",
"address": "66**********",
"phone": "********6007",
"email": "an*********@we**********",
"lat": 37.6597307,
"lng": -121.8975718,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Pleasanton",
"star_count": 0,
"rating_count": 0,
"category_name": "Insurance agencies,Financial planners,Market researchers"
}
]Loading...
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How many Financial planners are there in Pleasanton?
There are a total of 87 Financial planners in Pleasanton as of November 14, 2024.
Number of Financial planners in Pleasanton with Phone Number
90
Number of Financial planners in Pleasanton with Email
27
List of Financial planners in Pleasanton with Social Media Accounts
31
Facebook Profiles
13
Instagram Handles
48
LinkedIn Profiles
45
X Handles
29
YouTube Channels
Download sales qualified leads of Financial planners in the Pleasanton
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.
Related Financial planners Leads By Location
Data of Financial planners in Pleasanton with/without Website
Download the list of Financial planners in Pleasanton as of November 14, 2024 with and without website information.
82
Number of Financial planners in Pleasanton with website
10
Number of Financial planners in Pleasanton without website
List of Financial planners in Pleasanton By Ratings
Download the data of the number of star-rated Financial planners in Pleasanton as of November 14, 2024.
2
Number of 1 star-rated Financial planners in Pleasanton
1
Number of 2 star-rated Financial planners in Pleasanton
2
Number of 3 star-rated Financial planners in Pleasanton
2
Number of 4 star-rated Financial planners in Pleasanton
22
Number of 5 star-rated Financial planners in Pleasanton
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The total number of Financial planners in Pleasanton is 87.
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You can download the complete dataset of sales qualified leads of Financial planners in Pleasanton once you purchase it.
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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
The price of Financial planners in Pleasanton dataset costs $99.
There are 90 Financial planners in Pleasanton with phone numbers.
There are 27 Financial planners in Pleasanton with email addresses.
There are 33 Financial planners in Pleasanton with both phone numbers and email lists.
There are 48 Financial planners in Pleasanton with LinkedIn Profiles.
There are 31 Financial planners in Pleasanton with Facebook Profiles.
There are 13 Financial planners in Pleasanton with Instagram Handles.
There are 45 Financial planners in Pleasanton with X Handles.
There are 29 Financial planners in Pleasanton with YouTube Channels.
The total count of Financial planners in Pleasanton with a website is 82.
The total count of Financial planners in Pleasanton without a website is 10.
There are 22 5-star rated Financial planners in Pleasanton.
There are 2 4-star rated Financial planners in Pleasanton.
There are 2 3-star rated Financial planners in Pleasanton.
There are 1 2-star rated Financial planners in Pleasanton.
There are 2 1-star rated Financial planners in Pleasanton.
The average age of Financial planners in Pleasanton is 4 years and 11 months.
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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.
Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.
The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.