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VerifiedFinancial Services· Founded 2005

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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HeadquartersSan Francisco, United StatesEmployees4(1 to 10)Founded year2005Websiteprospettivafinancial.comLinkedIn profileLinkedIn

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2

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Monthly traffic

25

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Top roles at Prospettiva Financial

3 distinct titles indexed · top 3 shown.

  • 1administrative assistant
  • 1founder
  • 1paraplanner and operations manager

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