Pasadena Financial Planner

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 […]

An Objective and Independent Financial Advisor

Find an independent financial advisor who understands and follows the scientific finance literature.
During my 20+ year Silicon Valley business management career, I had saved my pennies and invested them according to the financial principles that I had learned at the Stanford Business School in the early 1980s. (See: Background of the Pasadena Financial Planner) With […]