Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Security First Advisors Logo
Security First Advisors CB Rank
2492529
Heat Score
50
Security First Advisors offers financial advice, money transition, risk management, investment strategies, and retirement planning services.
Founded
obfuscation
Private Portland, Oregon, United States1-10 sfainc.us/
Advice
Financial Services
Retirement
Risk Management
Wealth Management
Overview

Security First Advisors
Heat Score
50

Growth Score
pts
in past quarter
Heat Score 50
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Security First Advisors

CB Rank
2492529
Security First Advisors offers financial advice, money transition, risk management, investment strategies, and retirement planning services.
Founded
obfuscation
Private Portland, Oregon, United States1-10 sfainc.us/
Advice
Financial Services
Retirement
Risk Management
Wealth Management

Key People

Details

Legal Name Security First Advisors, Inc
Also Known As SFA
Operating Status Active
Company Type For Profit
Founders  Ron Wilkinson
Phone Number +1-800-898-4224
Contact Email info@sfainc.us
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Customized Investing
Personalized investment strategies tailored to individual client objectives and risk tolerance.
Financial Planning
Comprehensive financial planning to develop and monitor personalized financial roadmaps for clients.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$337.3KThis year, Security First Advisors is projected to spend $337.3K on IT, according to Aberdeen.

Active Website Tech Count

13Security First Advisors is actively using 13 technologies for its website, according to BuiltWith. These include SPF, Google Maps, and  U.S. Server Location.
Sub-Organizations
Frequently Asked Questions

Where is Security First Advisors's headquarters? Security First Advisors is located in Portland, Oregon, United States.Who are Security First Advisors's competitors? Alternatives and possible competitors to Security First Advisors may include Boston Partners Financial Group, Intermountain Wealth Management, and  Carolina Planning Consultants.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(d4095e5 1)
|