Company Profile for Financial Profiles, Inc.Financial Profiles offers the financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. industry comprehensive financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against and advice technology solutions as well as consulting, training and support services support services Psychology Non-health care-related ancillary services–eg, transportation, financial aid, support groups, homemaker services, respite services, and other services . The company began in 1969 and today works with many nationally recognized financial services organizations. For more information about Financial Profiles' products and services, visit the company's Web site at www.profiles.com.
Company: Financial Profiles, Inc.
Headquarters Address: 5421 Avenida Encinas
Carlsbad, CA 92008
Main Telephone: 760-431-9400
Website: www.profiles.com
Type of Organization: Subsidiary of Allmerica Financial
Industry: Financial Planning and Advice Solutions
Key Executives: CEO: James McClafferty
Vice President, Strategy and Business
Development:
Charlie Davidson
Vice President, Professional Services:
Keith Washington
Director of Marketing
Contact: David Oates
Phone: 760-431-9400 x379
Email: doates@profiles.com
Marketing Program Coordinator
Contact: Michelle Worden
Phone: 760-431-9400 x371
Email: mworden@profiles.com
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