Financial Advisor (SF or East Bay)
Hello! I was wondering whether anyone had a financial advisor they would recommend? With our asset and income level, an advisor with a flat fee arrangement probably makes more sense than one who charges a certain net fee. We won't need anything too complicated - essentially the basics of planning for retirement, down payment, and children's education. We have had a fairly traditional approach to saving thus far, and it's clear that with housing prices as they are in the Bay Area, we'll need to get a little more creative if we want to meet our goals comfortably, and we're hoping a strong financial advisor will help us get there. Thanks in advance-
Mar 5, 2018
Parent Replies
Denise Petersen of Petersen Investment Planning would be terrific for what you need. http://www.peterseninvestmentplanning.com - 510-639-9080 - dpetersen [at] royalaa.com We've worked with her for over 20 years, and she got us to a comfortable retirement.
Julia Epstein
We are currently working with Autumn Kruse: https://www.krusefinancialstrategy.com/
She charges a flat fee and does not manage funds, which is one reason we chose her. She's been great so far with helping us plan for our son's future expenses and retirement, and generally get our lives in order (she insisted we find someone to help us prepare wills, for example).
Elizabeth Husserl is wonderful to work with and offers a flat fee arrangement over a set number of sessions. She really helped us identify our goals, come up with a clear plan and held us accountable. Elizabeth offers a holistic approach to financial management, which we found really helpful. Highly recommend!
https://www.elizabethhusserl.com/
Hello! We’ve loved our financial planner Rocky. His office is in San Rafael, but he comes to your home (if that’s easier). Info below:
Rockne S. Schatz, BFA, CFP
President
Capital Strategies & Investments, Inc.
1005 A Street Suite 408
San Rafael, CA 94901-3129
415-295-7787
415-295-7727Fax
CA Insurance License 0684802
Securities offered through Securities America, Inc. Member FINRA/SIPC.
Advisory services offered through Capital Strategies & Investments, Inc.