Tulsa Financial Center
- Alma CantareroExecutive Vice Chairman · Company website
- John TamezFixed Indexed Annuity Expert · Company website
- Alejandra HerediaFinancial Services Professional · Company website
- Jax HerediaFinancial Services Professional · Company website
- Gia HerediaFinancial Services Professional · Company website
How we got $1.1M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- Family in the business (Alejandra Heredia, Financial Services Professional)
From public records and the company's website, not a statement that it's for sale.
What they do
Tulsa Financial Center is an independent Tulsa financial advisory practice that designs coordinated income protection, life insurance, wealth building and retirement income strategies for families and business owners.
From the company's website. Industry: Insurance agencies.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Tulsa Financial Center this business | $815K | — |
| Farmers Insurance - William Loyd Tulsa | $815K | 0.0 mi |
| Shelter Insurance - Josh Moore Tulsa | $815K | 0.1 mi |
| Dennis Farrell - COUNTRY Financial representative Tulsa | $815K | 0.1 mi |
| American Fidelity Assurance Company Tulsa | $815K | 0.6 mi |
| Leisure Insurance Group Tulsa | $815K | 0.6 mi |
| Rosburg and Associates Custom Insurance Solutions Tulsa | $815K | 0.7 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.1M |
| Multiple for this size and industry | 3.6× |
| Value range | $415K – $1.7M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Agencies, brokerages, and other insurance related activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (38%). Treat these as a rough guide.
| Revenue range | $374K – $1.0M |
| EBITDA range | $144K – $392K |
| Industry (NAICS) | Agencies, brokerages, and other insurance related activities (5242) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Tulsa Financial Center
Tulsa Financial Center is an insurance agencies company in Tulsa, Oklahoma, in business since 2026. It is owned by Luis Heredia (Founder). Its estimated annual revenue is about $815K, with roughly $313K of EBITDA. Its estimated business value is $1.1M (likely range $415K–$1.7M).
Common questions
- Who owns Tulsa Financial Center?
- Tulsa Financial Center is owned by Luis Heredia (Founder), according to public sources such as the company's website or filings.
- How much revenue does Tulsa Financial Center make?
- SeeBITDA estimates Tulsa Financial Center's annual revenue at about $815K (likely between $374K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Tulsa Financial Center worth?
- About $1.1M, roughly 3.6× its estimated EBITDA of $313K, typical for a insurance agencies company its size. Likely range: $415K–$1.7M.
- When was Tulsa Financial Center founded?
- Tulsa Financial Center has been in business since 2026.