Your wealth and personal finances deserve something different.
The world of personal finances has seen tremendous change and the rate of change is accelerating at an amazing pace. One has to ask, with all this exceptional change do we need to rethink the way we manage our entire financial picture?
Here at Financial Perspectives we feel that the traditional investment management and financial planning methods are a solid foundation, but to succeed in today’s world you need fresh, new ideas in combination. Our initial experience, education and training were grounded in the old theories and practices, but as we continue to strive for the best we have adapted and embraced the new and unique, especially when the difference means a better outcome for clients. We realize as the world is changing, people need an advisor who will provide solutions that will change with it.
Being based in the Silicon Valley, we’ve been first-hand witnesses to what innovation and fresh ways of thinking have been able to do to improve everyday life. In our own way, we apply that same thought process to improving our clients’ financial outlook. In fact, prospective and current clients appreciate that we are not “stuck in a box,” but rather we leverage the multiple perspectives, experience and ideas of our management and planning team to do what’s best for them.
We are a fee only, independent East Bay Area financial advisor located in the city of Pleasanton, CA. Our advisers hold a plethora of credentials, among them Certified Financial Planner, CFP®, and have collectively over three decades of experience in investment management, financial planning and retirement. We build long-term relationships through our integration of investment management and financial planning, which in our experience is imperative for a successful retirement.
If you are looking for that personal touch with a transparent wealth manager and financial planner who has the experience, knowledge and technical skills to successfully navigate any challenging environment the future may hold, please contact us to learn more. You can also find out how to get a free, no obligation analysis of your portfolio or if you qualify for our free financial planning services.
Learn more about our investment advisory service, which helps you to grow and keep your wealth through any market environment.