Fee-only Certified Financial Advisors
Financial Perspectives gives you the expertise, information and resources to achieve financial security. We provide fee-only investment management and financial planning services to individuals and families from our offices in the San Francisco Bay Area city of San Ramon, CA.
When working with Financial Perspectives, clients partner with fee-only financial advisors who hold a plethora of credentials, including the prestigious CFP® and CMT® certifications. Our unique combination of education, skills and years of experience are the best at helping you attain your financial and investment goals. Our expertise identifies the greatest risks to your financial independence and provides solutions that allow clients to achieve financial security.
Are you ready to work with the best and make your financial security your highest priority? Visit our services pages below to find out how we can help you, or contact us to set up a free initial consultation.
Start on your secure path today – contact us
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Services
financial Planning
The road to your financial security starts with creating a financial plan. Work with expert, fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals who act in your best interest as a fiduciary. We find the best solutions to the whens, whats and hows of achieving your financial goals.
Investment Management
As independent investment advisors, we provide fee-only investing solutions to growing and protecting your wealth so that you can live your definition of financial security. Our unique, CMT® driven, disciplined strategy is ideal for anyone wanting a focus on risk managed investing.
Be Secure. Be Certain.