Financial Perspectives gives you the expertise, information and resources to achieve financial security. We provide fee-only investment management and financial planning services to individuals and families from our offices in the San Francisco Bay Area city of San Ramon, CA.
When working with Financial Perspectives, clients partner with fee-only financial advisors who hold a plethora of credentials, including the prestigious CFP and CMT certifications.Our unique combination of education, skills and years of experience are the best at helping you attain your financial and investment goals.
When working with Financial Perspectives, clients partner with fee-only financial advisors who hold a plethora of credentials, including the prestigious CFP and CMT certifications.Our unique combination of education, skills and years of experience are the best at helping you attain your financial and investment goals.
Services
Our purpose is simple: to be the financial adviser clients ultimately trust for the long haul as the best partner to navigate them through the many financial challenges of today and secure the retirement of their tomorrow. Though we are the experts in retirement planning and investment management, we see financial planning as a wholly collaborative effort.
Our financial advisory team embodies over 50 years of combined education, experience and objectivity. Our owners, fee-only, certified financial planners and investment advisers share an array of industry awards, gold-plated credentials, plus the benefits of more than 50 years of combined experience.
Successful long-term investing is not only about reaching for the greatest returns, but instead balancing two seemingly opposite investment goals - growing and protecting your wealth. We accomplish this by utilizing what is likely the most popular and profitable long-term investment strategy, and we apply it across all markets around the globe.
Long-term financial security does not just happen - rather it takes proper planning and discipline to follow the plan to improve the odds of success. By partnering with a NAPFA fee-only professional financial advisor that helps identify the greatest risks to your financial security and provides solutions to manage their impact, you can move confidently towards reaching your financial objectives.
These questions are what lead people to feel uncertain about their retirement prospects. And rightfully so - after all, retirement will be the biggest expense of your lifetime. Here in the San Francisco Bay Area, replacing a typical $80,000 income for retirement could take up to $2 million or more in savings.
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