Profile
PAUL F. CORDERO
ListedFee-Only Financial Planning and Tax Services in San Rafael
About
About
Attune Financial Planning LLC is a fee-only wealth management firm based in San Rafael, California. The firm works with busy career professionals, including affluent and high-net-worth clients, and focuses on helping clients connect financial decisions with important life goals.
Its services include financial planning, investment management, tax planning, and tax preparation.
Attune Financial Planning LLC is a fee-only wealth management firm based in San Rafael, California. The firm works with busy career professionals, including affluent and high-net-worth clients, and focuses on helping clients connect financial decisions with important life goals.
Its services include financial planning, investment management, tax planning, and tax preparation. The firm also describes a fiduciary oath centered on putting client interests first, acting with prudence, providing full and fair disclosure, and managing conflicts in the client’s favor.
Profile facts list PAUL F. CORDERO with an EA credential and tax specialties in tax planning and tax preparation. The firm’s contact page states that Attune Financial Planning is currently not accepting new clients.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
San Rafael, CA
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