Your Money and retirement deserve a resolutely objective, fiercely independent advocate.

Financial Perspectives is a fee-only, independent, financial advisory firm located in the San Francisco Bay Area city of Pleasanton, CA.

If you are searching for a responsive, knowledgeable team to help you:

  • Determine if you have enough assets and financial security

  • Be free to live life spontaneously and no longer watch account balances 

  • Retire comfortably knowing that your money will last

then look no further. We offer services in investment management and retirement planning to help individuals and families realize these goals. We provide objective solutions that resonate with our clients’ desire to protect themselves and their families when the next economic downturn comes. We invest for your future by investing in companies and funds that align with our values and that have a positive impact to the economic environment.

Our job, in a nutshell, is:

  • To grow your savings so you have a solid base of assets from which to achieve your vision of financial independence

  • To protect your money the closer you are to retirement so that your hard-earned savings are there for your use

  • To generate retirement income from savings that will last your lifetime

Our investment approach is steady, scientific and client-centered. We invite you to explore our site to learn more about its advantages.

Investment Management

Learn more about our investment management services, which help your money grow, eventually preserve your wealth and generate an income from your savings in retirement.

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Take Action

Ready to take the next step to improve your investment returns and plan for retirement? Set up a call to talk personally with one of our financial advisors to see if we are the right fit for you.

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