Company Overview
Company Name
Wealth Protection Lady
Address
79 Acacia Ave, San Rafael, CA, 94901, United States
Website
wealthprotectionlady.comPhone
(661) 714-4489Approx. Annual Revenue
$0.4M
Employees
2
Established
2020
Google Reviews
5.0 (25 reviews)
Google Business Category
Financial planner
About Wealth Protection Lady
The Wealth Protection Lady is a financial services company based in San Rafael, CA, United States. With approximately 25 employees, the company specializes in safe money retirement planning, offering expertise in indexed universal life insurance and annuities. The company emphasizes a fiduciary duty to its clients' best interests, prioritizing cash accumulation over commissions.
Business Profile
Read from the Wealth Protection Lady website on Oct 13, 2026. Hover an item to see the exact wording it came from.
Ownership (as declared by the business)
About the website
- Website quality (AI-assessed)
- 6/10 · Thin content, no contact form; No service area or credentials listed
- Footer copyright year
- 2026
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Frequently Asked Questions about Wealth Protection Lady
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Key Decision Makers
Sue Cunningham Founder