Loading...
Home2017-12-06T23:47:44+00:00

INDIVIDUALS

We work with high-net-worth individuals and entrepreneurs to reach their wealth and investment goals.

LEARN MORE

BUSINESS OWNERS

We work with privately-held and family businesses and business owners to realize their financial future.

LEARN MORE

SELECT ENTERPRISES

We help Foundations, Non-Profits, Employee Benefit Plans and Endowments reach their highest potential.

LEARN MORE

DASHBOARD

SSFFA Personal Financial Dashboard gives you on-demand access to your financial picture in one place.

LEARN MORE

TRUST

With more than a decade of experience, we have built our reputation around integrity and the commitment to our clients’ success, not a commission check.

EXPERIENCE

As both CPAs and financial advisers, we have the foundation to create an all-encompassing view of you investment planning while maintaining a keen eye on tax considerations.

FLEXIBILITY

We consider every possibility available and will never limit you to proprietary products or a one-size fits all solution.

QUESTIONS ABOUT YOUR FINANCIAL FUTURE?
ASK OUR EXPERTS.

Ask An Expert

Steve San Filippo

Founding Partner & Financial Adviser

Meet Steve
Debbie Koelling

Debbie Koelling

Client Services Manager

Meet Debbie

LET’S WORK TOGETHER

We provide our clients with peace of mind that their financial matters are being handled safely, securely and seamlessly. Your future is in your hands, we’re simply here to help you maximize your potential.

MAKE ENQUIRY
CALL OUR EXPERTS TODAY 1.650.358.9000
© Copyright    |   Sensiba San Filippo Financial Advisers, LLC   |   All Rights Reserved.   | Privacy Policy