Rick B.
7/19/2020
I had the privilege of speaking with Keith at length about the state of my retirement savings, and what I could be doing better in order to have enough to retire. I especially appreciate his...
Defined Financial Planning
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2413 Webb Ave Ste B
Alameda, CA 94501
Defined Financial Planning, based in Alameda, CA, emphasizes personalized financial strategies tailored to meet the unique needs of each client. Their relationship-centered approach fosters a familial connection, while a strong educational focus ensures clients are well-informed about the intricacies of financial planning.
The firm employs a comprehensive 7-part financial planning process designed to align clients' values with their financial goals. With services ranging from foundational investment management to advanced financial planning, Defined Financial Planning aims to guide clients through their financial journeys, much like a well-constructed sailboat navigating the seas.
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