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Paul Fernandez Cordero

Paul F. Cordero

ATTUNE FINANCIAL PLANNING
San Rafael, CA
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CRD#: 5480699
Paul Fernandez Cordero

Professional summary

Paul Fernandez Cordero, CFP®, who also goes by Paul Cordero, is a registered financial advisor currently at ATTUNE FINANCIAL PLANNING, LLC located in San Rafael, California.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Paul has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Biography

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.
top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
Budgeting
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Paul Cordero

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Fernandez Cordero's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

February 7, 2012 - Present

ATTUNE FINANCIAL PLANNING, LLC

RIA
CRD#: 159395
San Rafael, CA
Past

April 2, 2008 - May 22, 2008

EDWARD JONES

RIA
CRD#: 250
NOVATO, CA
Past

March 17, 2008 - May 22, 2008

EDWARD JONES

BD
CRD#: 250
NOVATO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/7/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/25/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/28/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/14/2008
General Securities Representative Examination

Current Firm

ATTUNE FINANCIAL PLANNING, LLC
ATTUNE FINANCIAL PLANNING, LLC
ATTUNE FINANCIAL PLANNING | PF CORDERO FINANCIAL PLANNING | CORDERO, PAUL FERNANDEZ | ATTUNE FINANCIAL PLANNING, LLC

CRD#: 159395 / SEC#:

California
Registered Investment Advisory firm - (2/7/2012 Approved)
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Contact information

Main Address
San Rafael, CA
Mailing Address
4040 Civic Center Drive Suite 200, San Rafael, CA 94903
Phone number
(415) 847-0649
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts105
AUM (Assets Under Management)$ 27,283,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ATTUNE FINANCIAL PLANNING, LLC

ATTUNE FINANCIAL PLANNING, LLC

CRD#: 159395San Rafael, CA

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