Attune Financial Planning

At Attune Financial Planning, we believe in placing your best interests first. Our mission is to help affluent and high-net worth career professionals develop harmony between their finances and their important life goals. We are dedicated to providing expert financial planning, investment management, tax planning, and tax preparation services. Our team is committed to the highest standards of professionalism, integrity, and ethics.

Our Services

We offer a comprehensive range of services tailored to meet the unique needs of our clients. These include financial planning, investment management, tax planning, and tax preparation. Our financial planning services focus on increasing your sense of financial well-being and life satisfaction. We believe in taking a holistic approach to financial planning, considering all aspects of your financial situation and goals.

Who We Serve

We specialize in serving busy career professionals who are seeking to manage their finances effectively while pursuing their goals. Our clients often have complex financial situations and are looking for personalized advice and guidance. We are experienced in working with individuals and families who are navigating the challenges of high net worth and seeking to ensure their financial security for the future.

Meet Our Team

Our team is comprised of experienced professionals who are dedicated to delivering exceptional service. Our founder, Paul Cordero, is a Certified Financial Planner with over twelve years of experience in the financial planning profession. He is supported by Diane Cordero, Operations Manager, who brings over 30 years of professional accounting and business experience. Together, we are committed to helping our clients achieve their financial goals.

Our Fiduciary Oath

We believe in placing your best interests first and have committed to the following five fiduciary principles: We will always put your best interests first. We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional. We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts. We will avoid conflicts of interest. We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.