Paul Cordero (CFP®, EA, MBA)

Paul Cordero focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

When you work with Attune Financial Planning, you can expect:

A Fiduciary working for your best interest.  The firm does not sell any financial products nor does it receive any commissions.  The only compensation the firm receives is what you pay for our professional advice.  

An all-Inclusive approach.  Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. 

Access.  Life is constantly changing.  Therefore we can meet or speak as often as is necessary to help you accomplish your financial goals. 

 

Additional Information

I founded Attune Financial Planning because I saw a huge need for comprehensive, unbiased financial planning advice for 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.  I am passionate about helping you  solve your problems and achieve your goals through an integrated and holistic approach to financial planning.

As a Registered Investment Advisor, I act as your Fiduciary and all of my recommendations are made with your best interest in mind.  I earned a Graduate Certificate in Personal Financial Planning through Golden Gate University and I am a CERTIFIED FINANCIAL PLANNER™.  I hold a Masters of Science degree in Accounting and a Bachelors of Arts degree in Psychology, both from San Francisco State University, California. I am also an Enrolled Agent (EA) and am authorized to represent my clients before the IRS.

NAPFA Start Date

May 21, 2012

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This Office

4040 Civic Center Dr Suite 200 San Rafael, CA 94903-4187 Phone: (415) 259-6649 Fax: (415) 492-2810