ATTUNE FINANCIAL PLANNING

attune-financial-planning-logo

Attune Financial Planning is a comprehensive process that prioritizes the client's interests and into account their finances. That is a fee-only firm. Their services are retirement planning, complex tax planning, compensation planning, wealth management, and advisory services.

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ATTUNE FINANCIAL PLANNING

Social Links:

Industry:
Finance Financial Services Retirement Wealth Management

Founded:
2011-01-01

Address:
San Rafael, California, United States

Country:
United States

Website Url:
http://www.attunefp.com

Total Employee:
1+

Status:
Active

Contact:
+1 415 259 6649

Email Addresses:
[email protected]

Technology used in webpage:
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Current Employees Featured

paul-cordero_image

Paul Cordero
Paul Cordero Principal and Founder @ Attune Financial Planning
Principal and Founder

Founder


paul-cordero_image

Paul Cordero

Official Site Inspections

http://www.attunefp.com

  • Host name: ec2-3-227-124-140.compute-1.amazonaws.com
  • IP address: 3.227.124.140
  • Location: Ashburn United States
  • Latitude: 39.0481
  • Longitude: -77.4728
  • Metro Code: 511
  • Timezone: America/New_York
  • Postal: 20149

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More informations about "Attune Financial Planning"

About โ€” Attune Financial Planning

Paul Cordero is a Certified Financial Plannerโ„ข , Enrolled Agent, and founder of Attune Financial Planning. We take a fiduciary oath to act in your best interest at all times.See details»

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We serve clients who are retired, nearing retirement, or are within 10 years of retirement. While they have unique needs, goals, and objectives. They are similar in their desire for objective, โ€ฆSee details»

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Our Team โ€” Attune Financial Planning

Diane Cordero Operations Manager . Diane brings over 30 plus years of professional accounting and business experience to the firm. She is a Certified Public Accountant (inactive) and holds โ€ฆSee details»

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Investment Management โ€” Attune Financial Planning

Investment Portfolio Management. We will work together to customize your unique investment strategy and portfolio design. We add the most value by assuming responsibility of the day to โ€ฆSee details»

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