Resource Financial Planning, Inc.
The Retirement Specialists
13 employees · est. 1982 · Portland, United States
Resource Financial Planning, Inc. is the older company (1992 vs 1982); Centaurus Financial, Inc.® is the larger of the two.
Side-by-Side Comparison
| Metric | Centaurus Financial, Inc.® | Resource Financial Planning, Inc. |
|---|---|---|
| Founded | ||
| Founded | 1992 | 1982 older |
| Headquarters | ||
| Headquarters | Anaheim, United States | Portland, United States |
| Employees | ||
| Employees | 207 larger | 13 |
| Industry | ||
| Industry | Financial Services, Insurance, Privacy and Security | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Seed | Not tracked yet |
| Total Funding | ||
| Total Funding | $30.00K | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Broker/dealer, Securities Industry, Financial Advisors, Investment Advisory Services, Insurance Products, Investment Planning, Alternative Investments, Technology, Retirement Plans, Mutual Funds, Financial Consulting, SIPC Member, SEC Registered, Independent Broker/dealer | Financial Planning, Investment Management, Retirement Planning, Registered Investment Advisor, Wealth Management, Securities, Broker/Dealer, Independent Advisor, FINRA, SIPC, Registered Broker, Wealth Inc., Advisory Services, Portland |
| Website | ||
| Website | centaurusfinancial.com | resourcefinancial.com |
About Centaurus Financial, Inc.®
Centaurus Financial, Inc.® is a national independent broker/dealer licensed to offer securities and insurance products in all fifty states. Registered with the SEC (Securities & Exchange Commission) and a member of SIPC (the Securities Investor Protection Corporation), the company was founded in 199...
About Resource Financial Planning, Inc.
Resource Financial Planning, Inc. is a leading player in the financial services and wealth management industries. Established in 1982, the company has continually evolved and adapted to meet the ever-changing needs of its clients. With its headquarters based in the United States, the company has sol...
We will tell you when either one moves
BounceWatch watches Centaurus Financial, Inc.® and Resource Financial Planning, Inc. for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Centaurus Financial, I... and Resource Financial Pla... — by email.
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Compiled from the BounceWatch company index. We last looked at Centaurus Financial, Inc.® on 12 Sep 2024, and Resource Financial Planning, Inc. on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
