Paul  Cordero

Paul Cordero

| CFP®, EA

Attune Financial Planning

(415) 419-5005

Contact Me

Fee Only Financial Planner Located in Novato, CA and Serving Clients throughout the San Francisco Bay Area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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7250 Redwood Blvd
Suite #300
Novato, CA 94945

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Paul Cordero is a Novato, CA Fee-Only Financial Planner serving Novato and all surrounding areas. Attune Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Paul Cordero is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

I am a Certified Financial Planner™ , Enrolled Agent, and founder of Attune Financial Planning (formerly PF Cordero Financial Planning).

Why Am I a Financial Planner?

I established my own firm because I value the independence and the freedom to do what is best for you and without any conflict of interests. I truly care about you and I am passionate about guiding you towards the life you want for yourself and your family.

I started my career in Corporate Finance where I worked for over 15 years.  I became interested in Financial Planning in 2003 right after my son was born.   My wife and I were searching for someone to help us develop and implement our financial plan.  What we found instead were primarily financial sales people. Not knowing where to turn to, I decided to learn about financial planning on my own.  I took classes at Golden Gate University where I eventually received a Graduate Certificate in Financial Planning.

Surprisingly, I discovered a new career where I could truly help everyday working people who have very real concerns about how to protect their family, buy a home, save for retirement and fund their children’s college education.

In 2012, after successfully passing the CFP® exam and the State Registered Investment Advisor exam, I established my own independent financial planning practice.

Education

I have a Master’s of Science degree in Business Administration with an emphasis in Accounting and a Bachelor’s Degree in Psychology.  I also have a Graduate Certificate in Financial Planning, and hold a Series 65 Registered Investment Advisor License.  

Family & Personal Life

I live in the Terra Linda area of San Rafael, California with my wife and teenage son. In my spare time I enjoy gathering with family and friends, going on family vacations, watching movies, reading, and running.  I’ve run a number of full marathons, and my wife and I enjoy training and running half marathons together.

 

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Like most people, you worry that your finances are not in harmony with your life goals.  You are looking for objective advice but find yourself

  • Overwhelmed with information

  • Frustrated by conflicting advice 

I am a Fee-Only financial planner based in Novato, California and I serve clients throughout the San Francisco Bay Area. 

My mission is to bring harmony into your financial life in a comprehensive and holistic manner through a process called Financial Life Planning.

What is Financial Life Planning®?

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. 

Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.”  In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.     

Why Choose Me to Be Your Financial Life Planner?

Because of the unpredictability of life and the complexity of financial markets, it is important to work with a Financial Planner who will help you to achieve your financial and life goals.  And, it is essential to select a Planner who will take the time to truly get to know you and to understand your concerns and your dreams.

As your Financial Life Planner, I have joined the ranks of a small but increasing cadre of life-centered financial planning professionals who are leaders in the trend of integrating financial planning and life planning.  We are dedicated to understanding each client’s unique set of values, priorities, challenges, and opportunities in order to make the most appropriate financial recommendations. 

 Therefore, in addition to traditional discussions of assets and net worth, we are asking our clients, “What will bring meaning and purpose to your financial life?”

If you are among those individuals disillusioned with the results of “using your life to make money,” you will find the opposite mind set of “using your money to make a life” to be both liberating and compelling. 

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