877-746-7914
patricia@focusedfinances.com
www.focusedfinances.com

Services

Focused Finances offers comprehensive wealth management and investment management and financial planning. Focused Finances will work with clients remotely.  There are digital platform (robo) services available.

Compensation methods accepted
Assets Under Management (AUM)
Hourly
Fixed fee based on assets or financial circumstances.

Required education for senior advisors in the firm
Finance or a related area
CFP® (Certified Financial Planners).

Link to SEC/state registration
https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=130911