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 […]

10 - 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 […]