Welcome to the Advanced Financial Designs Homepage
NAFPA Fee-only logo

NAFPA Fee-only logo

CFP logo
 

Cleardot

AFD's Team of Consultants

Our consultants can work with you on all areas of your Financial Plan, including: Cash Flow Planning, Tax Planning, Retirement Planning, Estate Planning, Investment Planning, and Risk Management.

The AFD consultant team includes:

Triangle_blue John Ryan - Insurance Specialist
Triangle_blue Elizabeth Greene JD- Estate Planning Attorney
Triangle_blue Fern Alix LaRocca CFP® EA - Certified Financial Planner

We have clients in seven states as well as several countries around the world, and we can assist you with your financial planning, no matter where you are located.
Cleardot

Cleardot
Cleardot Cleardot
Cleardot
Advanced Financial Designs - Email: info@afdadvisors.com
250 King St. #764, San Francisco, CA 94107-5471
Phone - 415-819-3065
Copyright 2000 © afdadvisors.com | Privacy Policy

Site by Datahost
Nothing on this website shall be construed as a solicitation of business in any state in which AFD Advisors/Fern Alix LaRocca is not registered. No business will be conducted with any individual in a state unless AFD Advisors/Fern Alix LaRocca is registered or exempted from registering.