Privacy

Financial Planners Pasadena CA takes your privacy seriously. This privacy policy describes what personal information we collect and how we use it.
Financial Planners in Pasadena CARoutine Information Collection
All web servers track basic information about their visitors. This information includes, but is not limited to, IP addresses, browser details, timestamps and referring pages. None of this [...]

Financial Planning Reading List

The Pasadena Financial Planner has written extensively about personal financial planning and investment management on a variety of websites. When I work with clients to develop their customized lifetime financial and investment plans, they often ask what they should read to improve their financial literacy.
This article provides a list of recommended reading from among the [...]

Independent Investment Counselors and Financial Advisors

Step 10 of 10 Personal Financial Planning Steps in the Right Direction
Pick financial advisers and investment advisers solely to obtain objective and high quality financial advice. Specific financial counsel and investment counsel is potentially of high quality, only if it is carefully customized to your particular needs and only if it is given by an [...]

Efficiency of Personal Investing Strategies

Step 9 of 10 Personal Financial Planning Steps in the Right Direction
This is one of the “10 Steps in the Right Direction” that make up the Pasadena Financial Planner’s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in-depth article for [...]

Insurance Risk Management

Step 8 of 10 Personal Financial Planning Steps in the Right Direction
This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner’s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in-depth article for [...]

Asset Allocation, Investment Asset Tax Location, and Emergency Cash Management

This article discusses personal investment portfolio asset allocation and some considerations about where to hold different classes of financial assets from the standpoint of more optimal taxation.
As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your [...]

Investment Management Fees

Step 7 of 10 Personal Financial Planning Steps in the Right Direction
This is one of the “10 Steps in the Right Direction” that make up The Pasadena Financial Planner’s personal financial planning and personal investment management process. For a summary of these ten steps, see “Your Family Financial Planning.” To find an in-depth article for [...]

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PostsCategory: Independent Financial PlannerAn Objective and Independent Financial AdvisorAsset Allocation, Investment Asset Tax Location, and Emergency Cash ManagementEfficiency of Personal Investing StrategiesFee Only Financial Planner for Those Who Are Not (Yet) Fabulously RichFinancial Planning Reading ListFinancial Planning ToolsFind the Best Independent Financial PlannerIndependent Investment Counselors and Financial AdvisorsInsurance Risk ManagementInvestment Asset AllocationInvestment Diversification StrategyInvestment Management [...]

An Objective and Independent Financial Advisor

Find an independent financial advisor who understands and follows the scientific finance literature.
(Note that you can reach me by using the contact form below.)
During my 20+ year Silicon Valley business management career, I had saved and invested according to the financial principles that I had learned at the Stanford Business School in the early 1980s. [...]

Pasadena Financial Planner Background

Comprehensive financial planning advice informed by extensive business experience
<<< Pasadena Financial Planner Background Part 1: Pasadena Financial Planning
(Note that you can reach me by using the contact form below.)
Receiving my Stanford MBA in 1982, I moved a few miles south to begin my corporate career in Silicon Valley. For most of my twenty-five plus years [...]

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