Check the background of this financial professional on FINRA's BrokerCheck.
Who is Tessara?
Tessara Financial Advisors, Inc. (Tessara) is a boutique investment management firm that combines distinguished investment talent and financial planning on behalf of our clients.

WHAT SETS US APART?

  • We have been serving clients for 38 years. So it's our experience and maturity.
  • We are different. Each investment account is separately managed by us utilizing individual securities. Each portfolio is customized for each client's uniqueness. No two clients have the same portfolio holdings. No "cookie cutter" approach.
  • We make home appointments if you are within 100 miles from San Francisco.

OBJECTIVE:

To help our clients both build wealth and to preserve it for family and their future through investments and financial planning.

OUR BELIEF:

Our hands on approach to investment management is: Flexible. Disciplined. Transparent.
Latest Video Client Alert
Newsletters
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
PreviousNext
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  


 
 
 IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.