Roundleaf Inc.
Financial ServicesView the employees at
Roundleaf Inc.-
Berenice Urquiza Client Services Manager at Roundleaf Consulting
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San Jose, California, United States
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Top 10%
Richard Hua Helping people achieve their most important financial goal through educated decision making.-
Rising Star
JOYCE ROBINSON Realtor at Connect Realty - Team USA-
San Jose, California, United States
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Top 5%
Jordyn McDougal Digital Marketer | Social Media Marketer | Project Manager-
San Jose, California, United States
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Rising Star
Stan Meurer Senior Account Manager at Roundleaf Consulting-
San Jose, California, United States
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Top 10%
Overview
Our mission is to help people achieve their most important financial goal through educated decision making. We understand it’s stressful to find answers when you need it most. That’s why we make it a priority to collaborate to reach goals, provide guidance to make informed decisions, and execute for results. In order to achieve goals, overcome emergencies, or improve any situation; we begin with intentionalizing your finances. RESET your debt, cut your expenses, and eliminate your stress REBUILD your credit ratings, create more savings, and build a strong future REFOCUS your capital, restore your wealth, and improve your life Roundleaf collaborates with you to create a sustainable financial circumstance. Eliminate debt, improve FICO, learn credit scores, qualify for financing, reduce expenses, build capital, and reach financial goals fast. You can find authentic options to make an informed decision. Roundleaf has been around since 2006. We are a boutique firm committed to our customers’ success with progress towards financial perfection. We provide solutions and resources that empower our customers to grow.
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