Financial Alternatives, Inc.

Financial Alternatives, Inc. (CRD# 108245) is a financial advisory firm headquartered in La Jolla, CA. They manage $135,879,225 in 618 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $219,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Alternatives, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James A. Freeman
CRD#: 1397759
7825 Fay Avenue, Suite 210, La Jolla, CA 92037
96
Wealthminder
score

James Freeman (CRD# 1397759) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has over 31 years of experience in the finance industry. James Freeman 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.

2
Christopher E. Jaccard
CRD#: 4381151
7825 Fay Avenue, Suite 210, La Jolla, CA 92037
96
Wealthminder
score

Christopher Jaccard (CRD# 4381151) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has over 16 years of experience in the finance industry. Christopher Jaccard 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.

3
Pei-shan E. Li
CRD#: 5902854
7825 Fay Avenue, Suite 210, La Jolla, CA 92037
90
Wealthminder
score

Pei-shan Li (CRD# 5902854) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has 1 year of experience in the finance industry. Pei-shan Li 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.

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