# FINANCIAL ALTERNATIVES, INC.

FINANCIAL ALTERNATIVES, INC. of LA JOLLA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108245
- Type: SEC-registered investment adviser
- SEC file number: 801-57864
- Location: 7825 FAY AVENUE, SUITE 245, LA JOLLA, CA, 92037
- Phone: 858-459-8289
- Latest filing: 2026-03-13
- Regulatory AUM: $614.8M
- Discretionary AUM: $607.4M
- Non-discretionary AUM: $7.3M
- Clients: 13
- Accounts: 1,258

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| 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 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LA JOLLA | CA | 5 | 8584598289 |
| LA JOLLA | CA | 5 | 8584598289 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108245/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108245/similar
- Related entities: https://search.stillhousedata.com/firm/108245/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108245

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.