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Personal Financial Management Advisors in Los Altos

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Get personal with us in our Los Altos office

Your financial planning needs are unique. So is our expert team of 9 financial advisors, led by Joel Shaps, CFP®, Eric Lewis, CFA®, CFP® and Tony Blagrove, CFA®, CFP®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.

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