Financial Perspectives

Financial Perspectives (CRD# 111240) is a financial advisory firm headquartered in San Ramon, CA. They manage $55,942,126 in 240 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $233,092
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
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 Perspectives
Showing 1 - 2 of 2 top financial advisors.
1
Charles D. Gibson
CRD#: 4137796
2440 Camino Ramon, Suite 320, San Ramon, CA 94583
96
Wealthminder
score

Charles Gibson (CRD# 4137796) is an Investment Advisor Representative working at Financial Perspectives in San Ramon, CA and has over 18 years of experience in the finance industry. Charles Gibson 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
Melanie A. Pelayo
CRD#: 5890632
2440 Camino Ramon, Suite 320, San Ramon, CA 94583
90
Wealthminder
score

Melanie Pelayo (CRD# 5890632) is an Investment Advisor Representative working at Financial Perspectives in San Ramon, CA and has 1 year of experience in the finance industry. Melanie Pelayo 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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