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Your Name, CFP(r) CIMA
Your Firm
San Francisco, California - San Francisco
Comprehensive financial planning - Contact Your Name
- Specialties
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- Asset allocation (investment planning), investment and asset management and small business retirement plans
- Unique Services
- Privacy Policy
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- I promise not to sell or rent your information. Read more
- I take your privacy very seriously and will never share your contact or financial information with another professional or organization unless you expressly allow it. Also, you can opt out of any educational emails at any time.
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About Your Name
I am a fee based planner.
I strive not only to help clients manage their financial goals but also make them more attentive and understanding of the decisions being made. My goal is not just to help build financial assets but to make the most of my clients' personal circumstances and dreams.
I helped found the firm to bring true, fee-only financial planning to the San Francisco Bay Area, and beyond. We do not accept commissions, referral fees, 12b-1 fees, soft dollar benefits or any rewards from vendors. We are only paid by our clients, thus our loyalty lies solely with them. All fees are disclosed prior to the beginning of our relationship.
We are a FIVE STAR Best in Client Satisfaction Wealth Manager, awarded again in 2009 by an independent research firm, published in Bay Area magazine.
Our clients enlist us to help lessen the burden of money management and increase their quality of living.
Experience
I have been featured in publications including the San Francisco Chronicle, East Bay Express, InvestmentNews the Journal of Financial Planning, and Money Magazine. Active in the Financial Planning Association (FPA), I helped found FPA's NexGen, a community of young financial planners, and chaired the first conference in 2006. I was voted by peers as one of the five most influential practitioners in the country in 2007 ("Financial Planning" January, 2007 Movers & Shakers).
- Owner
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Your Firm
Partnership; 1-10 employees
February 2008 - Present
Financial Planner - Owner
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Compass Wealth Advisors
Partnership; 1-10 employees
July 1996 - February 2008 (11 years 7 months)
Investment Advisory, Chief Investment Officer - Junior Advisor
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Merrill Lynch
Public Company; 5001-10,000 employees; MER; Financial Services industry
June 1995 - June 1996 (1 year)
Senior staff member in charge of doing what I was told
Websites
Education
2005 - 2005
University of Pennsylvania - The Wharton School of Business
CIMA, Finance
1991 - 1995
Indiana University Bloomington
Bachelors, Business
Activities and Societies: Pi Kappa Phi, Singing Hoosiers, GAMMA
Articles Written
College Days: The Long-term Impact of Borrowing to Finance College
So where did all the money go? The credit crunch's effect on lenders and what it means for your debt.
The right fit: Choosing a small business retirement plan that works for you
Press Mentions
September 2008
Investment News
"NexGen Eager to Serve Middle Market"
May 2008
thestreet.com
"Online Financial Planners Can Help You Budget Better"
September 2007
Investment Advisor
July 2006
Investment Advisor
December 2005
Investment Advisor
Unique Services Offered by Your Name
Your Name specializes in providing the following services:- Hourly investment consulting on 401(k) plans
ABOUT THIS SERVICE I provide hourly consulting services to help you select the appropriate investments in your 401(k) plan, based on expense structure, performance and what fits best with your overall risk tolerance. Since most people use the retirement plan available to them through work as their primary retirement savings vehicle, it's important to spend some time assessing the best investment options.
This service usually takes about an hour and you are always welcome to come back and work with me to rebalance your account in the future.
Contact Your Name to learn more
- Estate planning consultations
ABOUT THIS SERVICE If you're not sure which estate planning documents make the most sense for your financial situation, I'd be happy to sit down with you and provide a free 30 minute consultation to assess the best options.
Sometimes it might be as simple as referring you to a do-it-yourself will software package. In other instances, it might make more sense for you to take a more comprehensive approach to addressing your estate planning needs (trusts, directives, etc.).
Either way, I'll provide you with my thoughts on what I think will best serve your interests.
Contact Your Name to learn more
Related Terms: Small business owners, asset allocation, legacy planning
Your Firm
363 Brannan St. Suite 201
San Francisco, CA 94107
(888) 412-5837
info@boulevardr.com
Contact Your Name
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