Factor Financial

We're Early Retirement Experts that help you win the tax game, ensure your money lasts, and retire with confidence. With transparent advice from a CFP®, we'll show you exactly how you can maximize your retirement income, reduce your taxes, and optimize your investments, so you can stop worrying about your finances and instead focus on that next vacation (we help you plan that too).

How it works: Go to our website, schedule a call, and start with a Free Early Retirement Blueprint.


Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2108 N St. #11085 Sacramento, CA 95816 Phone: +1 (916) 755-6447

Primary Office

2108 N St. #11085 Sacramento, CA 95816 Phone: +1 (916) 755-6447