Looking for a Superb Financial Planner
My husband and I recently moved here from New York and are looking for an independent financial planner not affiliated with a big firm. We've felt anonymous in the past with a big firm so aren't interested in the type of advisor mentioned in a lot of previous posts. We also want a CFP so that we can be sure that there are not selling us anything. We want help with budgeting, saving for our kids' college educations, maximizing our job benefits, saving for retirement, and investing the money that we have in a strategic way. We aren't looking for an hourly planner but someone who can work with us over time. Thanks
Nov 12, 2017
Parent Replies
We use Denise Petersen of Petersen Investment Planning. Denise and Maire do exactly what you describe and are wonderful to work with. http://www.peterseninvestmentplanning.com/AboutUs.aspx
My family uses - and loves - Alison Davies in Berkeley. She sounds like a good fit - she wants clients with whom she can build a long-term relationship and stressed this to us when we first hired her. We're glad we did. She is patient, good at explaining things, and makes herself available when we need her. She does not sell any products, is transparent about pricing, and is very ethical. While she is paid a percentage of the assets we invest through her, she encouraged me to keep a retirement account separate when it was doing really well, against her own financial interest. Her website is http://fruitionadvisors.com/. I hope you find someone who is a good fit!