Pinnacle Retirement & Financial Planning

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165 N Redwood Dr Ste 160
San Rafael, CA 94903
+1 (415) 454-0661
http://www.pinnacleretirementandfinancialplanning.com

Pinnacle Retirement & Financial Planning (PRFP) is an independent, fee-only registered investment adviser and financial planning firm based in San Rafael, California, serving the San Francisco Bay Area since 1996. Led by Nancy C. Tattersall, CFP, the firm focuses on helping clients achieve their life planning goals and manage their wealth through a comprehensive financial planning process.

PRFP prioritizes clients' best interests by carefully assessing their values, risk preferences, and capacity for complexity in financial planning. The firm emphasizes education on important concepts and strategies, enabling clients to make informed choices and avoid costly mistakes as they work towards their financial goals.

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