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. Also, you can reach us by using [...]

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 [...]

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 [...]

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 [...]

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
Using hundreds of thousands of what the securities industry calls “producer” employees, the brokerage industry sells [...]

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 and invested according to the financial principles that I had learned at the Stanford Business School in the early 1980s. (See: Pasadena Financial Planner) Retiring in 2001, I began a systematic [...]

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?
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 across your lifetime. Together, we can significantly improve the [...]

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 [...]