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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
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    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
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    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. 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.