Focused Finances, LLC is a fee-only financial planning firm based in Oakland, CA, dedicated to inspiring financial confidence in their clients. With a team of knowledgeable professionals, they offer customized financial planning and investment management services, prioritizing the client's best interests and providing ongoing advice tailored to their unique needs.
As fiduciaries, Focused Finances operates with the highest standard of excellence, placing the client's interests ahead of their own. Their principles revolve around open communication, a systematic and disciplined approach to financial planning, and helping clients achieve greater financial confidence. With a light touch and absolute clarity, they guide clients in understanding what they can control and prioritize, ultimately building a satisfying long-term relationship based on trust and collaboration.
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