NAPFA: The National Association of Personal Financial Advisors

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Financial Alternatives, Inc.

This Office:

7825 Fay Ave Ste 210

La Jolla, CA 92037-4270
Phone: (858) 459-8289

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James A. Freeman

(CFP®)

This advisor specializes in the following areas of expertise:

  • Alternative or Private Investments
  • Estate & Generational Planning Issues
  • Helping Clients Identify & Achieve Goals
  • Ongoing Investment Management
  • Planning Concerns for Corporate Executives
  • Real Estate Investments

Planning Specialties

We specialize in providing you objective, integrated, Fee-Only financial planning and investment management services. We coordinate and work with your other advisors such as your CPA, estate planner or insurance agent when necessary to accomplish this goal.

We become the advisor that knows and understands not only your goals and dreams but also your entire financial picture. Our planning process integrates all areas of your financial life into a well-designed, flexible life plan, which results in tremendous peace of mind.

Additional Information

Our financial planning team works together to apply our individual strengths to your particular needs and objectives.  Please visit our website at www.financialalternatives.com to learn more about us and the services we can provide you.

NAPFA Start Date

April 12, 1994

Industry Start Date

January 01, 1982