Financial Alternatives, Inc.

Damon Robertson is a CFP®-credentialed financial advisor at Financial Alternatives, Inc. with nine years of industry experience. He previously worked at Wells Fargo Bank and JPMorgan Chase Bank. Financial Alternatives, Inc. serves individuals, including high-net-worth clients, as well as pension plans, business entities, and charitable organizations, providing discretionary portfolio management and financial planning services. The firm constructs diversified portfolios using a range of asset classes and offers project-based consulting and access to third-party asset managers.

Pei Shan Li is a CFP® professional with 14 years of industry experience, currently serving at Financial Alternatives, Inc. since 2010. She is based in La Jolla, CA, and works within a team of seven advisors at the firm. Financial Alternatives, Inc. provides discretionary portfolio management and wealth advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and employs various investment vehicles, including independent managers and private funds, while offering consolidated reporting and project-based consulting.

Christopher Jaccard is a CFP®, CFA®, and Series 65 professional with 21 years of industry experience. He has been with Financial Alternatives, Inc. in La Jolla, CA since 2002. Financial Alternatives, Inc. provides discretionary portfolio management and wealth advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm constructs diversified portfolios across various asset classes and offers project-based consulting, including late-stage college funding, while employing third-party managers and private funds when appropriate.

Connor Mac Kenzie is a financial advisor at Financial Alternatives, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he spent 15 years in private and public education and four years at UCSD. Financial Alternatives, Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and offers project-based consulting, including late-stage college funding.

Andrew Hoffarth is a CFP® with 13 years of industry experience, currently serving at Financial Alternatives, Inc. since 2021. He previously worked at Securities America Advisors, Inc. and Essential Planning Services, LLC. Financial Alternatives, Inc. provides advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations, offering discretionary portfolio management, wealth advisory, and financial planning. The firm constructs diversified portfolios using a range of asset classes and employs a disciplined approach that includes the use of third-party asset managers and consolidated reporting platforms.

James Freeman is a CFP® professional with over 21 years of industry experience. He has been with Financial Alternatives, Inc. since 1989. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and wealth advisory services. Financial Alternatives, Inc. employs diversified portfolios across various asset classes and provides ongoing supervision and consolidated reporting through third-party platforms.