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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2009
- Office Locations
- 2
Office Locations
About Prospettiva Financial
Prospettiva Financial is a San Francisco-based RIA led by CFP/AIF Sean Fletcher. The team provides financial planning and discretionary portfolio management for entrepreneurs and business owners, including retirement, tax and estate planning, insurance, charitable giving, and business succession guidance. Portfolios use mutual funds and ETFs with an asset-allocation and risk-management focus; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SEAN A FLETCHER
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #2705795
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ERIC ROBERT JOYNT
Financial Advisor, General Partner
- CRD
- #6140720
HOLLY GILLIAN KINDEL
Wealth Advisor
- CRD
- #2836007
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,665,439 | $417,745 |
| Non-Discretionary | $0 | -- |
| Total | $128,665,439 | $417,745 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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