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"excerpt":" Attune Financial Planning | San Rafael, CA | Fee-Only Financial Advisor — Attune Financial Planning facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause About Who We Serve How We Help Contact Us Client Portal About Our Team Our Fiduciary Oath Financial Life Planning Who We Serve How We Help Financial Planning Investment Management Fees Contact Us Client Portal Financial planning for busy career professionals Meet Your Obligations - Accomplish Your Goals - Enjoy Your Life Our Mission Attune means \"to bring into harmony\" . Attune Financial Planning was founded with this purpose in mind. We are dedicated to helping affluent and high-net worth career professionals develop harmony between their finances and their important life goals. Attune Financial Planning is a Fee-Only wealth management firm based in San Rafael, California. We provide expert financial planning, investment management, tax planning, and tax preparation services for clients throughout Marin County and the greater Bay Area. We are Financial Life Planners Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Learn More . Why Attune Financial Planning? Paul Cordero , founder of Attune Financial Planning, shares many of the same issues and concerns that his clients do: demanding careers, putting children through college, manage a home, and a desire to live their best life possible. This shared experience and a passion for helping his clients achieve their goals enable him to deliver thoughtful, timely, and high-quality financial planning advice. Paul has successfully built a financial plan that has allowed him and his family to reach their goals. He wants to do the same for you. Attune Financial Planning, LLC is a state registered investment adviser registered with the California Department of Financial Protection and Innovation; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. The information contained within this website is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain. Charles Schwab & Co. (“Schwab”) is Attune Financial Planning's primary custodian for client accounts but has no affiliation with Schwab or any of its affiliates . Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. 4040 Civic Center Drive, Suite #200, San Rafael, CA 94903 | 415-847-0649 | info@attunefp.com Disclosures | Form ADV | Privacy Policy Powered by Twenty Over Ten ",
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