Family CFO Inc

Call
Website
4966 El Camino Real Ste 227
Los Altos, CA 94022
+1 (650) 961-7802
https://www.familycfoinc.com

Founded by Raj Rajendran in 2003, Family CFO Inc. is a wealth management firm located in Los Altos, California, that specializes in providing personalized financial advice tailored to families' unique stories and aspirations. With extensive experience navigating various market challenges, including the dot-com era, the 2008 financial crisis, and the COVID-19 pandemic, the firm focuses on understanding clients' financial goals, risk tolerance, and lifestyle needs.

Family CFO Inc. employs a disciplined approach to investment, emphasizing portfolio diversification while minimizing costs related to fees and taxes. The company is committed to ongoing monitoring of clients' portfolios and offers regular consultations to ensure financial strategies remain aligned with their evolving circumstances.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Edward Jones
Business services, nec, nec

Edward Jones

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Business consulting, nec, nec

Johnson Lyman Wealth Advisor

Johnson Lyman Wealth Advisors, located in Los Altos, CA, is a boutique financial advisory firm dedicated to helping individuals and families achieve their financial goals. With a fiduciary commitment to clients, they prioritize personalized, concierge-level service and offer a wide range of wealth management solutions, including retirement planning, investment management, and equity compensation optimization. The firm prides itself on its team of certified financial planners, who work collaboratively with clients and their existing advisors to ensure comprehensive financial support. By employing a fee-only structure, Johnson Lyman Wealth Advisors delivers transparent, conflict-free advice tailored to each client's unique financial needs and aspirations. Generated from the website
Services, nec, nec

Gelormini Financial

Gelormini Financial, located in Los Altos, CA, is a trusted financial advisory firm affiliated with Promontory Financial Planning. As a Registered Investment Advisor, they provide comprehensive investment services and expert guidance to help clients make informed decisions. With a focus on delivering personalized solutions, Gelormini Financial offers a range of financial planning services, ensuring clients receive tailored strategies that align with their unique goals and objectives.Generated from the website
United States›California›Los Altos›Family CFO Inc

Partial Data by Infogroup (c) 2025. All rights reserved.