Pixel Financial Planning

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(19)

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201 Spear St Ste 1100
San Francisco, CA 94105

History

Pixel Planning's founder is a Wall Street veteran with over 15 years of financial industry experience.

Specialties

Pixel Financial Planning is an independent fiduciary providing financial planning and investment management services. The firm employs a customized approach to address portfolio diversification, equity compensation, tax strategy, insurance, budgeting and cash flow, home affordability, retirement, estate planning and education funding. We do not provide hourly planning services.

Reviews

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5.019 reviews
Photo of Shou-cheng L.
Shou-cheng L.
6/30/2015

My wife and I wanted to know exactly what our retirement picture would look like, and what we could do today to improve our future. Mike didn't sugarcoat anything and told us what tax advantages...

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Adlai H.
6/18/2020

Mike is incredible - he is reliable, attentive, and he gets results. Highly recommend Pixel Planning to anyone! Been working with Pixel for many years now and every thing has been smooth,...

Chris K.
12/4/2020

Mike is the most thoughtful and approachable financial planner you could ask for. He has been key to our financial planning over the past few years. His advice is always thoughtful, his pricing...

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David J.
7/15/2014

Mike is a phenomenal financial planner. Actually, that title does not do him justice because he is so much more. If you are considering working with a financial planner, coach, investment...

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Ashish M.
7/16/2014

I have been working with Mike for the last 3 months, and he has been phenomenal. I had been exploring financial advisers for 6 months, and was finally recommended his services by a friend. He is...

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