2020 Wealth Advisors

2020cmi.com

financial services

2020cmi.com

Costa Mesa, California, United States

11-50 employees

2200000 revenue

LinkedIn Profile

About 2020 Wealth Advisors

financial planning, social, impact investing, tax management, estate planning, risk management, income planning, retirement planning, debt management, college savings, employee stock option planning, 1031 exchanges, tax mitigation, services, asset management, employee benefits, b2c, portfolio management, wealth management, business owner services

2020 Wealth Advisors's Tech Stack

AI/ML

Decision Makers at 2020 Wealth Advisors

1 contact

Stephen Chfc

Chief Executive Officer

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8 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

CRMs like Salesforce signal an active sales operation. Companies using Salesforce are strong targets for sales training, RevOps tools, data enrichment, and Salesforce integrations.

2020 Wealth Advisors's Position in the StackWho Database

• 2020 Wealth Advisors is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 53,147 companies in California are in the StackWho database.
• 7,667 financial services companies are in the 11-50 employee range (same size as 2020 Wealth Advisors).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does 2020 Wealth Advisors use?

2020 Wealth Advisors uses Salesforce, Cloudflare DNS, Gmail, Mimecast, Google Apps, Android, and 2 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at 2020 Wealth Advisors?

StackWho has verified email addresses for 1 decision maker at 2020 Wealth Advisors. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach 2020 Wealth Advisors directly for sales, recruiting, or partnerships.

What industry is 2020 Wealth Advisors in?

2020 Wealth Advisors operates in the financial services industry, headquartered in Costa Mesa, California, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export 2020 Wealth Advisors's contact data?

Yes. StackWho Pro members can export decision maker contact data for 2020 Wealth Advisors and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.