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Fiduciary Financial Advisor Serving San Rafael, California and Beyond  

Doing what is best for you at all times.



Hi, I’m Paul.  I am the founder of Attune Financial Planning.  I provide comprehensive, holistic financial planning to individuals and 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 in 2003 right 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. 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 CFP® exam and the 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.  I also have a Graduate Certificate in Financial Planning, and hold a Series 65 Registered Investment Advisor License.  

Family & Personal Life

I live in the Terra Linda area of San Rafael, California with my wife and teenage son. In my spare time I enjoy gathering with family and friends, going on family vacations, watching movies, reading, and running.  I’ve run a number of full marathons, and my wife and I enjoy training and running half marathons together.