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Financial Directions

Financial Directions

President, Registered Principal


The Financial Directions Difference

  • Independent allowing us to act in your best interest
  • Seasoned team with diverse skill set
  • Technical analytical people – not marketers
  • Goal and results oriented
  • Deliver what we promise
  • Smart clear objective guidance
  • Tailored solutions for complex problems

Impassioned pursuit of our clients’ success

Our Commitment to you – While we specialize in the Life Science / Health, Tech and Non-Profit space, no matter what stage or industry you may be in, we have one goal:  To help you make smart choices with your money.

We are a branch office of Cetera Advisors LLC, an independent broker dealer headquartered in California.

If there is anybody that you care about who could benefit from the type of work we do, we want you to know that we would be happy to speak with them.