Focused Finances, LLC

EST. AUM
$67,762,635

CONTACTS

CLIENT ACCOUNTS
144

Firm Details

Metro area San Francisco
CRD Number 130911
Website focusedfinances.com
Client types

Overview

Focused Finances, LLC is an Oakland, California-based fee-only registered investment advisory firm providing financial planning and investment management. Patricia Jennerjohn established the practice as a sole proprietorship in 1994 and transitioned it to an LLC in 2004. The firm primarily works with individuals and couples, including professionals, business owners and clients preparing for or living in retirement. Its planning process covers retirement, cash flow, investment management, risk management, tax planning, estate planning, philanthropy and related financial decisions. Investment management follows a disciplined, long-term asset-allocation approach rather than market timing or speculative stock selection. Focused Finances operates on a fiduciary, client-fee-only model and does not accept commissions or referral fees.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Focused Finances, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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