La Jolla, CA Office

Damon Robertson is a CFP® professional at Financial Alternatives, Inc. with nine years of industry experience. His prior roles include positions at Wells Fargo Bank and JPMorgan Chase Bank. Financial Alternatives, Inc. serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $615 million in assets through a six-person advisory team and offers discretionary portfolio management, wealth advisory, and financial planning services, employing diversified investment strategies across multiple asset classes.

Pei Shan Li is a CFP® professional with 14 years of industry experience, currently serving at Financial Alternatives, Inc. since 2010. She is based in La Jolla, CA, and works within a team of seven advisors at the firm. Financial Alternatives, Inc. provides discretionary portfolio management and wealth advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and employs various investment vehicles, including independent managers and private funds, while offering consolidated reporting and project-based consulting.

Marcelle Kako is a CFP® and holds a Series 66 license. She currently works at Financial Alternatives, Inc. and has experience across several roles, including positions at Independent Investment Bankers, San Diego State University, and with Senator Joel Anderson. Financial Alternatives, Inc. serves a diverse client base including individuals, retirement plans, business entities, trusts, estates, and charitable organizations. The six-person team manages approximately $615 million in assets, offering discretionary portfolio management, wealth advisory, and financial planning services with diversified investment strategies.

Christopher Jaccard is a CFP®, CFA®, and Series 65 professional with 21 years of industry experience. He has been with Financial Alternatives, Inc. in La Jolla, CA since 2002. Financial Alternatives, Inc. provides discretionary portfolio management and wealth advisory services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm constructs diversified portfolios across various asset classes and offers project-based consulting, including late-stage college funding, while employing third-party managers and private funds when appropriate.

Connor Mac Kenzie is a financial advisor at Financial Alternatives, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he spent 15 years in private and public education and four years at UCSD. Financial Alternatives, Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of asset classes and offers project-based consulting, including late-stage college funding.

William Tatis Flanagan is a financial advisor at Financial Alternatives, Inc. based in La Jolla, CA. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Financial Alternatives, he worked at Cetera, Cetera Wealth Services, NORTH STAR RESOURCE GROUP, PwC, and has additional experience in various roles dating back to 2015. Financial Alternatives, Inc. serves individuals, retirement plans, business entities, trusts, estates, and charitable organizations, managing approximately $615 million in client assets. The firm offers discretionary portfolio management, wealth advisory, and financial planning services through a six-person advisory team, implementing diversified investment strategies across multiple asset classes.

James Freeman is a CFP® professional with over 21 years of industry experience. He has been with Financial Alternatives, Inc. since 1989. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and wealth advisory services. Financial Alternatives, Inc. employs diversified portfolios across various asset classes and provides ongoing supervision and consolidated reporting through third-party platforms.