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Our Story | Our Core Values | Our Mission

Our Story

Our financial planning journey started when we were just 14 years old. Our father, who was the primary breadwinner and financial decision maker of our household, was diagnosed with stage four cancer. He was given 6 months to live.

It was an emotional and challenging time and our family faced countless questions about our financial future. Would we be able to live in the same house? Would we be able to go to college without needing student loans? Could my mom retire in the Bay Area with her existing assets and the life insurance proceeds she would receive? Prior to his passing, our father hired a financial planner to help my mom with this aspect of her life. This was the first time we learned what a financial planner is and does.

Working with a planner allowed us to put a structure and process behind our family’s finances with key action steps we had to take along the way. By evaluating and modifying our strategy and investments regularly, we were able to attain the financial goals my mother had laid out. His advice moved us to action with clarity and confidence.

Our own story is what drives us. We’ve seen, firsthand, the benefits of working with a planner and we want to bring that same confidence and clarity to the clients we serve.

What Makes Twin Peaks Wealth Advisors Unique

Our Core Values – P.E.A.R.L.S.

Twin Peaks Wealth Advisors provides clients with PEARLS of financial wisdom, guiding them through every stage of wealth building, protection, and legacy planning to help achieve their financial goals.

P

Proactive

We take control of guiding you to prepare for what’s next, what to think about when going through major changes and transitions, ensuring you’re ready to navigate them with confidence.

E

Education

We believe in empowering our clients through education. By providing comprehensive resources and insights, we enable clients to make informed decisions about their wealth management. This strengthens their financial literacy and confidence in managing their portfolios.

A

Accountability

We believe that achieving financial goals is a shared journey. With that, we consistently provide feedback, move you to action toward your goals, and track progress to ensure you stay on course.

R

Responsibility

Our advisors take ownership of the financial processes of our clients. Our clients can rely on us to guide them every step of the way, ensuring that their financial goals are prioritized and pursued with diligence. We have a responsibility that reinforces our dedication to acting in our clients’ best interests, allowing them to focus on their life goals while we manage the rest.

L

Leadership

As leaders, we leverage our expertise to guide clients through complex financial landscapes. Our leadership fosters strategic thinking and communication, ensuring clients benefit from the latest trends and best practices in wealth management. We strive to be the best and exude thoughtful leadership as we work towards your goals.

S

Support

Our unwavering support is a cornerstone of our service. We are dedicated to being there for our clients at every step of their financial journey, providing guidance and reassurance that they are not alone in their pursuit of financial success.

Our Mission

Provide financial confidence by delivering customized financial advice designed to give clients the ability to pursue their goals. We drive customer value and aim to differentiate ourselves by:

1

Saving time and energy

Researching and executing investment strategies can be overwhelming and outsourcing it can relieve your mental capacity.

2

Access to investment opportunities

Investment options evolve regularly and new opportunities are not always readily available to the public. As your financial advisor, we will proactively share new growth ideas that fit your short and long-term financial objectives.

3

Optimize for tax relief

Our experience can help you navigate your unique investment and tax scenario.

4

Increasing confidence

We take an educational approach to financial planning & investing with our clients to help you avoid common mistakes, understand your goals, and hold you accountable to those goals. We look at multiple approaches and proactively share the benefits and considerations of each path.

5

Transparent service packages

Clients have different needs at different life stage and we offer a broad spectrum of solutions (from flat-fee investment packages and ad-hoc hourly consulting services to specialized Exit Planning and Estate Planning offerings) to give us the flexibility to work with almost anyone is who is need of our help. From our $400 per hour consulting service to our flat rate packages, we offer clients 100% transparent billing with no hidden fees or charges. We also advise on a household basis and do not charge additional fees to include spouses unless it is a unique situation where finances are completely separate and an entirely different investment strategy is required.