Financial Planning and Investment Advisory Services

Asti Financial Management, LLC is an independent, fee-based financial planning firm located in Berkeley, California andserving the San Francisco Bay Area.

We provide financial planning and investment advisory services to individuals, small businesses and their families in Northern California.   

What is Financial Planning and Why Do You Need It?

Financial planning is the process of managing your financial situation so you can achieve your goals and dreams while, at the same time, negotiating financial hurdles that inevitably arise in your life. Financial planning is a process, not a product. 

A financial planner can develop a financial plan that is customized to your unique situation, works within your financial situation and is focused on your goals and dreams.

At Asti Financial Management, we provide our financial planning services to people who would like financial peace of mind - people from all income levels and all walks of life.   We do not require any asset minimums or that we manage your investments.  Whether your need is a quick question or ongoing financial and investment management, we can help.