"I founded Union Financial Partners in 1997 in order to help people with their money. I work with my clients in a personalized way. My clients say that I'm smart, ethical and think outside the box."
Fee only financial advisor, Union Financial Partners provides integrated financial planning and investment management that gives clients the focus, clarity and strategic insight they need for financial success. Based in the San Francisco Bay Area, CA, Union Financial Partners serves individuals, families, small business owners and professional, retired and young athletes.