Hi, I’m Paul. I am the founder of Attune Financial Planning. My firm specializes in providing comprehensive financial planning, tax planning, and tax preparation services to affluent and high net-worth career professionals and their families.
Why Am I a Financial Planner?
I established my own firm because I value the independence and the freedom to do what is best for you and without any conflict of interests. I truly care about you and I am passionate about guiding you towards the life you want for yourself and your family.
I started my career in Corporate Finance where I worked for over 15 years. I became interested in Financial Planning after my son was born. My wife and I were searching for someone to help us develop and implement our financial plan. What we found instead were primarily financial sales people who were more interested in selling us financial products. Not knowing where to turn to, I decided to learn about financial planning on my own. I took classes at Golden Gate University where I eventually received a Graduate Certificate in Financial Planning.
Surprisingly, I discovered a new career where I could truly help everyday working people who have very real concerns about how to protect their family, buy a home, save for retirement and fund their children’s college education.
In 2012, after successfully passing the Certified Financial Planner (CFP®) exam and the Series 65 State Registered Investment Advisor exam, I established my own independent financial planning practice.
I have a Master’s of Science degree in Business Administration with an emphasis in Accounting and a Bachelor’s Degree in Psychology both from San Francisco State University. I received an advanced Graduate Certificate in Financial Planning from Golden Gate University. In addition, I passed the three-part Special Enrollment Examination to become an Enrolled Agent (EA). As an EA, I am authorized to prepare tax returns for my clients and to represent them before the IRS.
Family & Personal Life
I live in the Terra Linda area of San Rafael, California with my wife Diane. Our son Ryan is attending college at Loyola Marymount University in Los Angeles. In my spare time I enjoy gathering with family and friends, tending our garden, going on family vacations, watching movies, reading, hiking, and running.
In addition to spending time with my family, I enjoy helping out in my local community. I am currently on the Board of Directors of the San Francisco Financial Planning Association where I serve as the Treasurer.
I also believe in supporting life saving charitable causes. I donate a percentage of my firm's gross income to the following organizations:
Feeding America. The Feeding America network is the nation’s largest domestic hunger-relief organization, working to connect people with food and end hunger. Donors, staff, and volunteers all play an important role in their efforts to end hunger in the United States.
St. Jude Children's Research Hospital. Their mission is to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. No child is denied treatment based on race, religion or family's ability to pay.
Back to Our Team Page
David Zeligson comes to Attune Financial Planning with more than 30 years of diverse experience in the financial services sector. He started his career in the Institutional Retirement Plan marketplace [e.g., 401(k), Profit Sharing Plans] holding operations-based positions and eventually moving into management roles. David enjoyed working with software applications and this led him to train employees on using systems to administer defined contribution retirement plans. In 2002, David and his husband Michael relocated from Boston, Massachusetts to Palm Springs, California. He changed the focus of his work and assumed the position of head of corporate training and development for the US subsidiary of a major European bank. Using his knowledge of both financial services operations & learning and development, he transitioned into financial advisory operations and support work, becoming familiar with brokerage and custodial services. He now concentrates on assisting Paul Cordero grow his practice by ensuring his firm’s client service and account operations run smoothly.
When David is not working, he likes to bake, travel, write fiction and spend time with Michael and their Pomeranian rescue dog, Jenny at home in Rancho Mirage, California. He is also a film buff and enjoys writing reviews through his social media.