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Please note that we are not accepting new clients.
Please note that we are not accepting new clients.
Client First Finance is a fee-only financial planning and investment advisory firm, serving clients throughout the San Francisco Bay Area. We establish long-term relationships with individuals and families to help plan and achieve their financial goals and dreams. In collaboration with affiliated professionals and specialists, we offer advice on a broad range of personal financial planning needs, including:
Goal planning
Cash flow and budgeting
Retirement and financial independence
Investment portfolio review, design, and implementation
Education funding
Employee benefits, including stock options and grants
Tax planning
Risk management and insurance
Estate planning, gifting, and trusts
Periodic reviews
Client First Finance specializes in developing and managing index-fund portfolios, based on the sound principles of financial planning, Modern Portfolio Theory, behavioral finance, and minimizing fees and taxes.
Client First Finance adheres to strict fiduciary duty to our clients, and does not accept compensation from anyone, in any form, other than the fees paid directly by our clients. Owner and principal, Michael Hollars, founded Client First Finance in 2005, is a CERTIFIED FINANCIAL PLANNERTM professional, and is a NAPFA-Registered Financial Advisor.
We look forward to the opportunity to assist you, and encourage you to contact us to schedule your initial complimentary consultation.
Michael G. Hollars, Ph.D., CFP®
Client First Finance LLC
1514 S Mary Ave
Sunnyvale, CA 94087 Map It!
(408) 472-5655
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