Restad Financial Planning Careers in Petaluma, CA

Restad Financial Planning is a fee-only values-based financial planning and investment advisory firm dedicated to the creation, implementation and management of sound financial strategies that allow clients to achieve their financial goals. We believe the financial planning process should be a dialogue, not a monologue. Investment discipline and portfolios based on time-tested strategies are essential. Asset allocation and diversification are essential methods to achieving financial security. We serve individuals, families and small businesses that are dedicated to the financial planning process. Client-advisor expectations are clearly defined, and both sides are equally committed to the plans’ success. We are your personal CFO… your financial quarterback, leading your team of professional advisors (CPA, attorney, realtor, etc). By helping you create more time in your life, being your primary source of financial wisdom and building long-term trust, our goal is to be your advisor fo