Balance Financial Management Overview

  • Service
  • Accounting Firm

  • Founded
  • 2009


  • Serviced Companies
  • 1

  • Serviced Deals
  • 1

Balance Financial Management General Information

Contact Information

Year Founded
Service Provider Type
Primary Office
  • Santa Barbara, CA 93101
  • United States

Balance Financial Management Services to Companies

Service on a Deal (1)

Company Name Service Provided Deal Date Deal Type Deal Amount
Cognixion Accounting Jun 2017 00000 0000000
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Balance Financial Management Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Balance Financial Management Team (1)

Name Title Deals Office Contact
Diana Pereira JD President & Founder 0 Santa Barbara, CA
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