Attune Financial Planning
Attune Financial Planning (CRD# 159395) is a financial advisory firm headquartered in Novato, CA. They manage $5,304,243 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$147,340
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Cordero (CRD# 5480699) is an Investment Advisor Representative working at Attune Financial Planning in Novato, CA and has over 10 years of experience in the finance industry.