About Us
Financial Perspectives is an SEC-registered investment advisory firm located in the San Francisco bay area. The company provides wealth advisory and planning services to a wide variety of clientele including individuals, small businesses and non-profit organizations.
We understand trust is not something that can be established in a day. Therefore we build a solid foundation of trust from the start by establishing open communication and meeting commitments to our clients. In addition, we reinforce that foundation by taking on a fiduciary responsibility. As fiduciaries, integrity steers our advice and recommendations; we always put the best interest of the client first. Because of this, we have also adopted a fee-only approach for our advisory services, ensuring the removal of any conflicts of interest that may arise from alternative forms of compensation.
As a financial advisor, our job is to help clients achieve their wealth objectives. Experience has proven that it takes both discipline and the ability to remain objective to accomplish any goal. As such Financial Perspectives has perfected a process that builds both of these concepts into the advisory relationship. Objectivity allows us to look at the big picture and make recommendations accordingly while discipline ensures that clients remain on target to reach their goals. In particular we are passionate about the areas of investment management and retirement. By channeling this passion and implementing our disciplined processes, we provide superior advisory services that safeguard clients’ financial security throughout their lifetime.
Though we specialize in investment management and retirement planning, as CERTIFIED FINANCIAL PLANNER professionals we are well-versed and experienced in all aspects of financial planning. Because the focus on this site remains on our specialties, please visit our companion website, http://www.planningperspectives.biz, to learn how we can meet your general financial planning needs.
Financial Perspectives is a regular participant in Kiplinger Magazine's "Jumpstart Your Retirement Days" hotline, offering over-the-phone retirement advice to people across the U.S. In addition, members of our team are affiliated with the following well-respected financial advisory organizations:
