Sensiba San Filippo Financial Advisers, LLC.
Welcome to Sensiba San Filippo Financial Advisers LLC, a financial planning and wealth advisory firm.
We are an independent, fee-only Registered Investment Advisory firm. We uphold the fiduciary standard; this means we always act in the best interests of our clients. Our advice to you is objective and unbiased. As we focus on managing risk and minimizing taxes, we work with you to provide personalized solutions.
As our clients accumulate wealth, we help them grow, manage and harvest that wealth so that it serves their life goals.
We oversee client portfolios so that you can enjoy peace of mind and a good night’s sleep.
Our clients include business owners, entrepreneurs, successful professionals, and affluent families and individuals. (more)
By sponsoring a qualified retirement plan, you demonstrate concern for the long-term financial future of your employees and their families. (more)
Endowments & Foundations
SSF Financial has proven capability as an investment manager to endowments, non-profit organizations and foundations. (more)
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