Paul Cordero (CRD# 5480699) is an Investment Advisor Representative working at Attune Financial Planning, LLC in San Rafael, CA and has over 16 years of experience in the finance industry. Paul Cordero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Attune Financial Planning | San Rafael, CA | Oct 2011 - Current | 12 |
| The Financial Planning Association Of San Francisco | San Francisco, CA | Jan 2020 - Dec 2023 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- CA
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts96ACCOUNTS
-
Average Account Value$227,083
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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