At Aspire Planning Associates, our financial planning services extend beyond the traditional to focus on your life satisfaction. We are a fee-only, independent Registered Investment Advisory firm providing personalized guidance on almost any financial situation, especially major life transitions. With offices in Cupertino, San Mateo, and Walnut Creek, we work one-on-one with you to build a comprehensive financial plan that helps you achieve your aspirations now and in the future.


Our Clients

Our clients come to us because they face new directions in life and need guidance for the road ahead. Like them, you might be dreaming of an early retirement after a satisfying career, or perhaps you are a young family seeking help on beginning a savings program. You might be rebuilding after a divorce, or you might be wondering how to seize the opportunities a sudden windfall has given you. Wherever you are, wherever you want to go, we work with you so you can move forward with confidence.

Tell us about yourself:


What Is Your Risk Number?

Emotions can short-circuit the best of investment plans. If you are taking on more risk than you are comfortable with, your emotions can compel self-destructive decision-making when the market takes a short-term tumble. But if you have too little risk, then you might not realize the returns you need for your long-term goals. Find out how much risk we should build into your portfolio. Get your risk number today.


Memberships and alliances

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