A complete list of active advisors currently associated with Auspicious Financial Planning, LLC

Warmer can help you find a great advisor at Auspicious Financial Planning, LLC or one who fits your needs even better.

Auspicious Financial Planning provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers a Wrap Comprehensive Portfolio Management service and discloses $277.96 million in regulatory assets under management. The firm operates under a stated fiduciary duty and delivers individualized advice with at least annual account reviews and the ability for clients to place reasonable investment restrictions. Its investment approach mixes fundamental, technical and cyclical/charting analysis and uses ETFs, mutual funds and equities across long-term, short-term and active trading strategies as appropriate to client objectives. Distinctive features include an unusually large asset base and client roster relative to the advisory team size, a configuration that is uncommon among similar supported firms. The firm also sponsors its own wrap fee program and maintains a recommended custody relationship with Schwab, through which it receives institutional support services that inform its operations.

To learn more about the advisors currently working at Auspicious Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Louis Dagen	San Ramon, CA	35

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