Prospettiva Financial
Prospettiva Financial offers financial planning and portfolio management services to individuals, families, creative entrepreneurs, and non-profits. Founded in 2005, Registered Investment Advisor (RIA) Prospettiva serves as your thinking partner, providing you with objective advice and long-term perspective as you work toward achieving your financial, familial, and philanthropic goals. Prospettiva (prospet’ tiva): Italian; noun, fem, 1. perspective; perspective over time 2. view; in perspective “La prospettiva è di tale natura ch’ella fa parere il piano rilievo.” (Leonardo da Vinci) The art of perspective is of such a nature as to make what is flat appear in relief. prospects “Che prospettive hai?” What are your prospects? distinguished independent financial planning firm headquartered in San Francisco, California, offering fiercely objective advice and an integrated long-term perspective for clients nationwide. Prospettiva's partners, both CERTIFIED FINANCIAL PLANNERS™, each have over 25 years of experience in financial services. They are dedicated to making the world a better place.
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4
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Monthly traffic
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Jiliane Patriarca
Paraplanner and Operations Manager · Operations
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Sean Fletcher
Founder · General Business & Management
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Top roles at Prospettiva Financial
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- 1administrative assistant
- 1founder
- 1paraplanner and operations manager
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