Aegis Financial Advisory

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10080 N Wolfe Rd Ste SW3200
Cupertino, CA 95014
+1 (408) 689-8211
https://www.aegisadvisory.com

Aegis Financial Advisory is a fee-only fiduciary financial planning firm with offices in Cupertino, California, and Lake Oswego, Oregon, specializing in retirement planning for pre-retiree and retiree couples. With expertise in Social Security and retirement income planning, the firm focuses on creating sustainable retirement income strategies while helping clients maximize their lifetime Social Security benefits.

The company offers comprehensive financial planning services, investment management, and ongoing engagement to ensure clients’ financial strategies align with their evolving life circumstances. Led by Joseph Alfonso, a recognized financial expert, Aegis Financial Advisory is committed to helping clients achieve financial peace of mind and enjoy their retirement without the worry of running out of money.

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