Private Wealth Management & Financial Planning

WHO IS TESSARA?

Tessara Financial Advisors, Inc. (Tessara) is a boutique investment management firm that combines distinguished investment talent and financial planning on behalf of our clients.

WHAT SETS US APART?

  • We have been serving clients for 38 years. So it's our experience and maturity.
  • We are different. Each investment account is separately managed by us utilizing individual securities. Each portfolio is customized for each client's uniqueness. No two clients have the same portfolio holdings. No "cookie cutter" approach.
  • We make home appointments if you are within 100 miles from San Francisco.

OBJECTIVE:

To help our clients both build wealth and to preserve it for family and their future through investments and financial planning.

OUR BELIEF:

Our hands on approach to investment management is: Flexible. Disciplined. Transparent.