Pixel Financial Planning is an independent, commission-free, fiduciary firm offering financial planning and investment management services. We serve clients locally in the Bay Area and nationally through our technology-driven platform. By keeping your values and goals front and center, our solutions are geared mindfully to address your unique challenges and opportunities.
Online scheduling provides options to meet in-person, over the phone or through video conference. Our fees come from our clients, not a product provider, leading to an independent solution. We offer investment management and financial planning services. By scheduling your free consultation, we can determine together which service model works best given your needs.
Online scheduling provides options to meet in-person, over the phone or through video conference. Our fees come from our clients, not a product provider, leading to an independent solution. We offer investment management and financial planning services. By scheduling your free consultation, we can determine together which service model works best given your needs.
Services
Our portfolios are designed with you in mind. Whether you're seeking growth, income, or capital preservation, we'll create the diversified portfolio that aligns with your risk tolerance, goals and values. As a fee-only advisor, Pixel Planning does not receive commissions (no 3rd party pays us to recommend their products), which means we can objectively design your portfolio from the universe of investments without conflicts.
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Adlai H.
Sep 23, 2020
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