A secure path through retirement is riddled with challenges and uncertainty. Don’t leave it to chance.

The retirement landscape has seen tremendous change and the rate of change is accelerating at an amazing pace.  One has to ask, in the face of these exceptional challenges do we need to rethink the way we manage our entire financial picture to put us on a more secure path?

Here at Financial Perspectives, as expert financial advisors who specialize in investment management and financial planning for retirement, we feel that the traditional 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 to be the best we have adapted and embraced the new and unique, especially when the difference means a more secure retirement outcome for clients.  We realize as the world is changing, people need a financial advisor who will provide solutions that will change with it.

Being based in the Silicon Valley, we’ve been first-hand participants in 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’ ability to meet their financial goals. Moreover, acting as a fiduciary, we leverage the multiple perspectives, experience and ideas of our team to do what’s best for them.

We are a fee only, independent East Bay Area financial advisor located in the city of San Ramon, CA. Our advisors have collectively over three decades of experience in investment management and financial planning for retirement. In combination with our knowledge of millennia of market analysis and our plethora of credentials (among them CERTIFIED FINANCIAL PLANNER™, CFP®) and degrees backed by dozens of years of education and training, we believe our complete expertise is unrivaled here in the San Francisco Bay Area.

We build long-term relationships by partnering with clients on identifying their financial goals and helping secure their retirement through comprehensive planning. Moreover there is nothing more important to retirement security than the health of your personal savings, which is why we also specialize in investment management and integrate it with your overall plan. Above all, with decades of experience in customer care, we are very passionate in providing exceptional service and personal attention. We go the extra mile to ensure that our valued clients achieve the peace of mind they desire and deserve.

If you are a discerning individual looking for that personal touch with a transparent financial advisor who has the experience, knowledge and skills to successfully navigate any challenging environment, 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.

Be Secure. Be Certain.

To read more about our extended views please visit our affiliated blogs: The Sharp Chartist and Retirement Gal

Bay area wealth manager


Learn more about our investment advisory service, which helps you to grow and secure your wealth through any market environment.

Learn More →

Bay area financial adviser

Financial Planning
for retirement

Learn more about our financial planning for retirement service, which takes a comprehensive look at your financial picture and provides a plan for your personal retirement security.

Learn More →