Evor Vattuone

CFP®

Aspire Planning Associates

Financial Advisor

Evor Vattuone

CFP®

Aspire Planning Associates

Financial Advisor

We work one-on-one with you to build a comprehensive financial plan that helps you achieve your aspirations now and in the future. - Evor Vattuone, CFP®

Fee-Only Financial Planners with offices located in the Greater Bay Area: Cupertino, San Mateo & Walnut Creek, CA

Aspire Planning Associates is a Fee-Only financial planning firm serving the entire San Francisco Bay area with offices in Cupertino, San Mateo, and Walnut Creek.  Aspire Planning Associates provides comprehensive financial planning, investment management, and tax analysis and preparation to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Evor Vattuone & anyone working at Aspire Planning Associates are never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. 

We are a firm of 4 partners, all Certified Financial Planners (CFP®), we also have an Enrolled Agent, and can prepare tax returns for our clients. We practice comprehensive financial planning, preferring to consider our clients entire financial lives, from budgeting, retirement planning & financial goal setting, tax analysis, real estate analysis, estate planning, investment management, and many other areas.

Qualifications and Associations

  • CFP® (CERTIFIED FINANCIAL PLANNER) professional
  • Our Firm Employs a Full-Time Enrolled Agents (EA) and registered tax preparers to do Tax Planning and Analysis and preparation of tax returns for individuals who are also clients.
  • Former Board Member of the Financial Planning Association (FPA) - Silicon Valley Chapter.
  • Over 60 combined years of experience successfully managing investments and financial planning.

Additional qualifications include:

  • Registered Investment Advisor (RIA) with the SEC/FINRA, State of California.
  • NAPFA Member Firm.
  • 3 Locations throughout the Bay Area - Walnut Creek, Cupertino, and San Mateo.

Evor Vattuone is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

You need to know that your wealth is working for you. By extension, that means you need to know that your financial planner is working for you. You can feel confident that we are working on your behalf because we are fee-only, goal-based, CERTIFIED FINANCIAL PLANNER™ professionals.

  • Fee-Only and fiduciary: As a fee-only firm, we do not sell products or earn commissions, and as a Registered Investment Advisory firm, we have the legal obligation to put your best interests first. We embrace our fee-only, fiduciary status because it means you can trust that the advice we give is made with only your well-being in mind.
  • Goal-based: Your values, resources, and life satisfaction are intertwined. That is why we build investment portfolios to accomplish your goals, not the stock market’s. By doing so, we help you earn the long-term returns you need to fulfill your dreams.
  • CFP® professionals: We are all CFP® professionals, which means we have undergone formal coursework, have passed a national certification test, and complete annual ongoing education so you can feel confident about our advice.

We build comprehensive financial plans that incorporate the strategies you need to achieve your goals:

  • Investment management
  • Retirement planning
  • Executive compensation
  • Estate and philanthropic planning
  • Tax planning
  • Education planning
  • Insurance and risk management
  • Debt management
  • Rental and vacation property

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Evor Vattuone

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Office Locations:

  • 1990 N. California Blvd
    8th Floor
    Walnut Creek, CA 94596
  • 1900 S. Norfolk Street
    Suite 350
    San Mateo, CA 94403
  • 19925 Stevens Creek Blvd
    Suite 100
    Cupertino, CA 95014

Real Estate And Your Retirement Plan With Aspire Planning

Published on Dec 20, 2017

When it comes to retirement planning the one thing you don’t want to do is make a mistake with your biggest asset. Today Joe invites Aspire Planning Associates CFP’s Evor Vattuone and Mira Ma into the studio to help you avoid common pitfalls in and on the way to retirement. Specific topics include: Dave in San Jose asks if new laws means he should convert his rental property to an LLC Does the market still have legs as it nears 25,000 & stock market risks How the mortgage tax deduction affects people in California What your strategy should be in current market conditions The new tax code Addressing the Bay Area’s equity issue     If you wish to contact Joe Cucchiara email him at Joe@RERadioLive.com, call (408)-838-9060 or simply visit www.RERadioLive.com. We also provide additional information to help you make smart decisions in and around your real estate venture. All the information in this podcast is broadcast in good faith and for general information purpose only. We do not make any warranties about the completeness, reliability and accuracy of this information. Any action you take upon the information on our website is strictly at your own risk. We will not be liable for any losses and damages in connection with the use of associated information. www.reradiolive.com All Rights Reserved. Copyright 2015. Joe Cucchiara MLO 273084 This is not a commitment to lend. Our team fully supports the principles of the Fair Housing Act and the Equal Opportunity Act. For more information, please visit: http://portal.hud.gov/. Read more at http://radiolive.rerl.libsynpro.com/#xhDOuqiFWVEfL1qw.99  

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