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.

Clients partner with fee-only financial advisors who hold a plethora of credentials, including the prestigious CERTIFIED FINANCIAL PLANNER (CFP) credential. Additionally, investment management services are guided by an expert Certified Market Technician (CMT), which provides an invaluable advantage to our investment process. The expertise of our professionals is a unique combination of skills and experience that are strongly positioned to identify the greatest risks to your financial independence and provide solutions that will bring more certainty to achieving your financial security.

Are you ready to make your financial security a 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

Home of OUR Two Award- Winning Blogs

Retirement Corner


To read more about our extended views please visit our affiliated blogs:

The Sharp Chartist
Retirement Gal


Services

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financial Planning

The road to your financial security starts with creating a financial plan. Work with expert, fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) advisors 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.

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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.

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Be Secure. Be Certain.