Freedman Financial Planners - Designing a Path to Your Dreams contact Freedman Financial Planning
Freedman Financial Planning

Most of us have dreams, such as retiring early, sending our kids to college, or buying a home.  But many of us aren’t sure how to go about accomplishing these dreams or whether we’re on the right track.

At Freedman Financial Planning, we want to help you make your dreams a reality.  We help people from all walks of life and with all types of financial questions.  We assist people who want a plan that looks at their entire financial picture, as well as those who want advice on a specific topic such as retirement preparation, college planning, or buying a home.

Freedman Financial Planning has no minimum account value or minimum net worth requirement.  We believe professional financial advice should be available to everyone. 


We invite you to browse our website to learn more about us and our services.  Then so that we may help you design a path to your dreams!


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Serving the greater South Bay area
(408) 930-3195

Investment advisor representative of and investment advisor services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor, tel: (930) FEE-ONLY.  Freedman Financial Planning may offer investment advisory services in the State of California and in other jurisdictions where exempted.