Find financial planners in San Rafael

At Spectrum Financial Management, listening is the bedrock of all our client relationships. Through active listening our team is able to better understand your specific goals. Through our integrated financial services, we coordinate personalized solutions that maximize opportunities while managing risks and minimizing taxes. Through data gathering

Whether your goal is to transition into retirement, leave a legacy to your family, friend or favorite charity, or to regain control of your financial future, you need a financial plan to keep on planning. PRFP is an independent, fee only, registered investment adviser and financial planning firm. Serving the life planning goals and wealth management

I'm Celeste Mirassou, CFP, RIA, an independent financial planner serving the North Bay. I meet with clients in Napa, Petaluma and San Rafael. I offer my financial planning on a project or hourly basis - only. I am compensated only by you, so my focus is on your specific needs and budgetary requirements. My loyalty is only to you. I receive no commissions