Knowledge and tools to attain your financial goals.

Los Gatos Financial is a different kind of registered investment advisor.  We are an advice-only, fee-only firm that integrates financial education with our financial planning and investment strategies.  We provide guidance and tools, so you can easily manage your finances and investments,   saving you tens to hundreds of thousands of dollars over your investment horizon by avoiding asset under management (AUM) fees charged by traditional advisors.

What we do

Financial Education

Comprehensive financial planning

Investment advice and portfolio reviews