Like a financial sounding board for life's biggest decisions.

You know how to make money, but you're not sure if you're making the right moves financially. That's why I started Pashman Financial.

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Building sales & tech professionals the blueprint to financial independence
Get a look at three sample client stories to see how financial planning could make a difference in your life
guy at computer
Situation: Single, makes $125,000 per year as a successful salesman. Despite his impressive income, he's struggled with spending habits and attempts at picking stocks. Additionally, Ryan wants to make his side hustle a full-time gig, but isn't sure about the impact on his income & tax liability.
couple in kitchen
Jerry & Laura
Situation: A couple in their early 30s, making $245,000/year. Jerry owns a successful business, but has substantial debt and low liquidity. On the other hand, Laura owns her business, which was moderately profitable, but she lacks a clear retirement plan and emergency fund.
small family
Tom & Becky
Situation: A couple with a combined income of $375,000 and two children. With a career in tech, Tom has high income and made good investments, but has done minimal planning. They're unsure of how to manage their finances effectively and don't have a plan in place for their family's future.
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PASHMAN FINANCIAL, LLC (“Pashman Financial”) is a registered investment advisor offering advisory services in California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Pashman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pashman Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.