Business Hours
Monday 08:00am - 05:00pm
Tuesday 08:00am - 05:00pm
Wednesday 08:00am - 05:00pm
Thursday 08:00am - 05:00pm
Friday 08:00am - 05:00pm
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Listed In: Investment Services
Sherpa Financial provides guidance in planning for retirement with experience in income management so that you don't outlive your savings. We are committed to helping our clients make smart decisions about their wealth while developing long term investment strategies. We are held together by an… Sherpa Financial provides guidance in planning for retirement with experience in income management so that you don't outlive your savings. We are committed to helping our clients make smart decisions about their wealth while developing long term investment strategies. We are held together by an investment philosophy based on a basic fact: Markets perform over time. It is a fact that most of the time, those money managers who trade actively in an attempt to "beat" the market, tend to underperform the markets they seek to outperform, and mostly because of transaction costs. Individual investors, as tracked by the independent research company Dalbar, consistently underperform the major stock indexes by a significant degree. Read more
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Sherpa Financial Advisors
15707 Rockfield Boulevard Suite 125, Irvine, CA (1 Km Away)
Sherpa Financial
722 Yorklyn Road, Suite 300, Hockessin, DE (8790 Km Away)