Personal Investment Strategy

Step 6 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 [...]

Investment Asset Allocation

Step 5 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 [...]

Investment Diversification Strategy

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 each step, [...]

Investment Risk Tolerance

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 each step, [...]

Financial Planning Tools

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 each step, [...]

Your Personal Financial Planning Skills

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 each step, [...]

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

A Fee Only Financial Planner for Those Who Are Not (Yet) Rich

Most investment planning services firms focus on the interests of the wealthy, while the financial services industry and full service brokers hide fees within excessively costly and supposedly “free” financial products sold to the affluent middle and upper middle class
(Note that you can reach us by using the contact form below.)
Using hundreds of thousands of [...]

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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