A complete list of active advisors currently associated with Empowering Financial
Warmer can help you find a great advisor at Empowering Financial or one who fits your needs even better.
Empowering Financial provides discretionary and non-discretionary investment management and financial planning to individuals, small business owners, trustees and fiduciaries, developing personalized investment policy statements and ongoing account supervision. The firm also offers fee-based financial planning and coordinates with specialists for estate, real estate and mortgage matters, and delivers tax planning, preparation and IRS representation through a related tax business (Deduction Detectives). The firm’s investment process is built around tailored asset allocation and a mix of fundamental, quantitative, qualitative and cyclical analysis, employing both long‑ and short‑term strategies and option strategies (including covered calls) where appropriate. Empowering Financial may hire third‑party money managers (TPMMs) for portions of client assets while retaining oversight, executes trades primarily through Interactive Brokers, and provides quarterly performance reporting and periodic reviews. Several operational details distinguish the firm from many peers: the principal holds an IRS Enrolled Agent credential and maintains real estate and insurance licenses, and the firm discloses that it may accept compensation for insurance or real estate transactions and intends to pursue private placement distribution—arrangements the brochure identifies as potential conflicts of interest. The firm also offers public educational seminars for a modest fee, routinely evaluates interests in non‑public partnerships (e.g., real estate and energy-related vehicles), and reports no regulatory assets under management as of January 2024.
To learn more about the advisors currently working at Empowering Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Berkeley, CA
| 9
|
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