Gone are the days where you had to call a 1-800 number and wait an hour for a one-minute question. Our technology makes it easier for our clients to access their accounts, and more simple to understand and receive the attention they signed up for.Get Started Today
The Financial Blueprint gives you an easy one-pager with details to attend to all your needs but in a feasible way to digest it.
All fees are disclosed to you, built on you paying for a plan and not a hidden product to cross-sell you.
We have a proven record of helping thousands of social media followers make an impact on their finances. You get that one-on-one.
While financial professionals call themselves "fiduciaries," most don't do so in their business model. A fee-only approach ensures the highest standard of working in your best interest.
You aren't hiring just a boring advisor. You're hiring a financial planner that is monitoring you frequently along the way. You're bringing in a partner that is committed to being a team player.
The future of financial planning is here - a place where advice is the priority.Talk with Max
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.