Sometimes life can feel like a trek through uncharted territory. You may have a destination in mind, but you're not sure if you're headed in the right direction. You could benefit from the expertise of experienced financial advisors who can help you feel confident that you are on the right path and able to navigate the pitfalls and wrong turns that would otherwise derail your journey.
At HC Financial Advisors, we have been serving as financial guides to individuals, families, and businesses in the San Francisco Bay Area since 1986. Based in Lafayette, California, we are committed to providing financial planning and investment management that helps all of our clients find their way through the various transitions and stages of their life.
At HC Financial Advisors, we have been serving as financial guides to individuals, families, and businesses in the San Francisco Bay Area since 1986. Based in Lafayette, California, we are committed to providing financial planning and investment management that helps all of our clients find their way through the various transitions and stages of their life.
Services
We founded HC Financial Advisors to help clients navigate the transitions and stages of their lives. A Bay Area investment management and financial planning firm, we draw on the expertise and experience of our financial professionals to help you feel confident that you are on the right path.
We round out this expertise and experience with a commitment to serving you as an independent, fee-only Registered Investment Advisory firm that always puts your best interests first.Growing up, Karla McAvoy had wanted to be a doctor. She soon realized that she was too squeamish for the profession; however, her career as a financial advisor has still allowed her to tend to people's well-being.
We round out this expertise and experience with a commitment to serving you as an independent, fee-only Registered Investment Advisory firm that always puts your best interests first.Growing up, Karla McAvoy had wanted to be a doctor. She soon realized that she was too squeamish for the profession; however, her career as a financial advisor has still allowed her to tend to people's well-being.
At HC Financial Advisors, your goals are central to the work we do for you. We take the time to understand where you want to go, then build a detailed map of financial and investment strategies to help you get there. When you work with us, you won't be walking your path alone. After we have charted your course, we will navigate the path alongside you, serving as a guide on your financial journey.
Our clients come to us because they are facing a life transition and want assistance in navigating it. They may have been doing their finances on their own or had an advisor who wasn't able to help them make the transition. They want fiduciary advisors with the expertise to help them seamlessly move into this new phase of life.
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