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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.
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 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.
 


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