Gary W.
9/1/2008
I had the opportunity to meet with Chuck D. Gibson and Melanie A. Pelayo with Financial Perspectives. I have to say that I felt very comfortable with both of them right away. I did not feel...
Financial Perspectives
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2440 Camino Ramon Ste 320
San Ramon, CA 94583
Financial Perspectives is a fee-only investment advisory firm located in San Ramon, CA, dedicated to helping individuals and families achieve financial security through expert investment management and financial planning services. Their team of certified financial advisors, holding prestigious credentials such as CFP and CMT, prioritizes clients' best interests to address their unique financial goals.
With a commitment to risk-managed investing, Financial Perspectives employs a disciplined strategy tailored to grow and protect clients' wealth. They offer personalized solutions that identify and mitigate risks to financial independence, making financial security a top priority for their clients.
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5.02 reviewsDaniel F.
11/12/2017
I've had the pleasure of working with Chuck at Financial Perspectives in two capacities. First, he has been managing my mother's retirement money since around 2009 or so. Second, I've been using...
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