Independent, objective advice
Noto Financial Planning operates on a Fee-Only basis, which means our compensation comes entirely from client fees. We do not receive commissions or referral fees, so your recommendations cannot be unduly influenced by any third parties, such as insurance or fund companies.
Unlike firms where advisors work with a multitude of clients providing boilerplate reports, we take pride in working with a limited number of clients to ensure attentive service and quality recommendations. With more time to get to know you, we can focus on your unique circumstances and goals to build a customized financial plan.
Evidence Based Investing
Noto Financial Planning does not engage in market timing or stock picking, as there is abundant evidence these strategies do not work. Your portfolio should be driven by your goals, not speculation about where the market might move next. This article explains a few of the strategies NFP uses to add value while managing investments.
Experience You Can Trust
Tony Noto started his career in finance in 1999, and became a financial advisor in 2008. Additionally, Tony is a Registered Investment Advisor (RIA), Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). He regularly attends industry conferences, and is a member of the Alliance of Comprehensive Planners (ACP), and the National Association of Personal Financial Advisors (NAPFA).