A complete list of active advisors currently associated with Focused Finances, LLC

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

Focused Finances primarily serves individual investors and couples, providing comprehensive financial planning, ongoing subscription-based planning services, and discretionary portfolio management. Like many independent advisers, it charges asset-based fees for investment management and offers standalone planning engagements and hourly consulting. The firm implements diversified portfolios built mainly from open‑end mutual funds, ETFs, and individual bonds, favoring managers who use fundamental or quantitative analysis and managing portfolios on a long‑term, buy‑and‑hold basis. Investment management is offered only after a client completes a financial review or full financial plan and maintains an active planning subscription, with regular rebalancing and quarterly performance reviews handled by the firm’s sole advisory professional. Noteworthy features include a long track record as a small, single‑advisor practice and a voluntary subscription to the Institute for the Fiduciary Standard’s Best Practices. The firm structures ongoing client relationships around annual planning tiers, coordinates estate‑planning document preparation through EncorEstate Plans on a pass‑through basis, and recommends a specific custodian (Altruist) whose institutional support services the firm uses.

To learn more about the advisors currently working at Focused Finances, 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
Pat Jennerjohn	Oakland, CA	22

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