Fern Alix LaRocca CFP® EA
Mountain View, California Financial Planner
I am a
Wealth Coach with over 25 years experience as a Financial Advisor with my company,
Advanced Financial Designs. I coach people to develop a custom DIY financial plan to increase their personal wealth, and secure their financial future by using a 7 step financial planning process that has been successful for my clients around the world.
My business credentials:
- I am a Certified Financial Planner™
- Enrolled Agent (Enrolled to Practice before the Internal Revenue Service)
- Founder of Advanced Financial Designs-a fee-only financial planning, investment and tax planning firm
- Registered Investment Advisor
- Graduate of Corporate Coach University
Member of:
- National Association of Personal Financial Advisors
- California Association of Enrolled Agents
Past Affiliations:
- NAPFA-Registered Investment Advisor
- Treasurer- Western Region NAPFA
- Board Director- StockDocs.com
- Board Director- YourBusinessOnline.com
- Board Advisor- Sonoma Mountain Zen Center
Author of :
The 7 Secrets of the Wealthy
The Top 7 Tax Saving Tips
The 401K First Aid Kit
The
Whole-Hearted-Way e-newsletter
Posts by Fern Alix LaRocca CFP® EA:
-
The 6 Worst Pieces of Financial Advice,
Jan 23, 2012
[ Investing Strategies ]
-
The 7 Ways You Can Build Wealth in 2012,
Jan 06, 2012
[ Family Finances ]
-
7 Mistakes to Avoid When Buying a House,
Sep 18, 2011
[ Real Estate ]
-
7 Reasons Why You Can Stop Worrying About Your Money Today,
Jul 18, 2011
[ Family Finances ]
-
The Right Approach To Building Wealth,
Jun 29, 2011
[ Investing Strategies ]
-
When Should You Refinance Your Mortgage?,
May 12, 2011
[ Real Estate ]
-
Don’t Miss Out on These Tax Credit Opportunities,
Apr 08, 2011
[ Tax Planning ]
-
Why Your Pension Plan Is Failing,
Jan 11, 2011
[ Retirement ]
-
How To Build Greater Wealth By Saving On Taxes,
Dec 29, 2010
[ Tax Planning ]
-
5 Ways To Build Wealth During a Recession,
Dec 19, 2010
[ Banking & Budgeting ]
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