Pasadena Financial Planner -- Pasadena, California

Your Family Financial Planning Process

<<< Go Back to Part 1 (Steps 1 to 5) — Family Financial Planning Pasadena
To find an in depth article for each step, just click on the “Pasadena Financial Planners Sitemap” link at the top of this page and look for the articles numbered from 6 to 10. Note that you can reach us by [...]

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 [...]

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 [...]

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, [...]

Fee Only Financial Planner for Those Who Are Not (Yet) Fabulously 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 [...]

Reasonably Priced Financial Planning Services

Do you want reasonably priced, comprehensive financial planning services from a responsive fee only investment advisor and personal financial planner?
You can reach me by using the contact form below.
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I am committed to the financial education of my clients. I strongly believe that financial education will help you to make much better personal financial planning decisions [...]

Find the Best Independent Financial Planner

Get help from an independent financial planner and fee only investment advisor who will:

Take the time necessary to understand your family’s personal financial and retirement planning situation in comprehensive detail
Provide thorough, personalized, and specific financial action plans
Put you at the center of decisions using a sophisticated and fully automated personal financial planning tool that projects [...]