Financial Alternatives, Inc.
Financial Alternatives, Inc. (CRD# 108245) is a financial advisory firm headquartered in La Jolla, CA. They manage $507,074,427 in 1,218 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management507MILLION
-
Total Number of Accounts1,218ACCOUNTS
-
Average Account Value$416,317
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, NY, TX, WA
John Chapra (CRD# 4949654) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has over 15 years of experience in the finance industry.
James Freeman (CRD# 1397759) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has over 38 years of experience in the finance industry.
Andrew Hoffarth (CRD# 5816151) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has over 11 years of experience in the finance industry.
Christopher Jaccard (CRD# 4381151) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has over 24 years of experience in the finance industry.
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.