FINANCIAL ALTERNATIVES, INC. of LA JOLLA, CA is an SEC-registered investment adviser (CRD 108245). Regulatory assets under management: $614.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| James Alan Freeman | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Christopher Edward Jaccard | CHIEF OPERATING OFFICER | — |
| Pei-Shan Ellen Li | PARTNER | — |
| Andrew Raymond Hoffarth | PARTNER | — |
| FREEMAN JAMES ALAN | CFP/PRESIDENT; CFP/PRESIDENT/CHIEF COMPLIANCE OFFICER; OWNER/CFP (+1 more) | — |
| JACCARD CHRISTOPHER EDWARD | CFP; CFP/CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER (+1 more) | — |
| LI PEI-SHAN ELLEN | PARTNER | — |
| FOX DEBORAH SAFREN | PARTNER | — |
| HOFFARTH ANDREW RAYMOND | PARTNER | — |