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Client Centered

Coronado Financial Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personalized service available.

If you’ve felt like a rudderless ship when it comes to finances, let us help you chart your course.

Perhaps you’ve had a feeling that your financial advisor doesn’t understand you, or are overwhelmed with the information and choices before you.  We can help. We believe our approach is different.  We take into account your experience, your comfort with risk and how you feel about money. We will collaborate with your other advisors or create a team to assist you with your planning. Investment; estate; tax; and risk planning in as efficient and cost effective manner as possible. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

If you have any questions about your current financial situation or wish to schedule an appointment, contact us or give us a call at (650) 571-8132.