Aspire Capital Management | Financial Advisor in Walnut Creek ,CA

1535 N. Main Street
Suite 210
Walnut Creek, CA 94596

Aspire. Plan. Achieve


About

We specialize in providing comprehensive, fee-only financial planning & investment management for individuals and families nearing or in the retirement phases of their lives (normally ages 50-75).
We are passionate about working with clients who are interested and willing to participate in the financial planning process. Please check out our website for a thorough description of how we work with our clients. We believe our success is not measured merely by performance statistics but also by your success in achieving your goals.

18 Years of Experience



General Information
Firm Start Year:   2007
No.of Employees:   2-4
Name of Broker/Dealer:   Shareholders Service Group
Name of Custodial Firm:   Pershing LLC
States Licensed in:   CA
Number of Years with Current Firm:   7
Work Experience:   18 years.
I work with the following types of clients:   Individual Investors , Businesses , Multi-Generational
Foreign Languages Serviced:   Japanese - fluent


Services
Investment Types:   Commodities , Mutual Funds , Bonds , Stocks , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , At your office , At your home


Qualifications & Memberships
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , Financial Planning Association (FPA) , Paladin Registry
Non-Financial Organization Memberships:   Danville Area Chamber of Commerce, State Parks Foundation.


Firm Information
Firm's Number of Clients:   60
Firm's Number of Planning Clients:   60
Firm's Number of Managed Clients:   60
Assets Managed by Firm:   $25,000,000
Advisor's Number of Clients:   60
Advisor's Number of Managed Clients:   60
Advisor's Number of Planning Clients:   60


Compliance
Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Hourly , Flat Fee
Fee % Based on Assets:   0.4
Flat Fee Rate:   $5,000
Additional Details on Charges:   We work with clients on a retainer basis. Our minimum annual charge is usually $5,000 (0.4% of net worth + 0.75% of adjusted gross income from previous year). The retainer model allows us to deliver all of our expertise to clients without any conflicts of interest.
Minimum Fee Charged for Managed Accounts:   $5,000
Minimum Fee Charged for Hourly Planning Accounts:   $5,000
Minimum Fee Charged for Flat Fee Accounts:   $5,000



FAQs

  • Do you have a customer satisfaction or refund policy? No. We've never needed one, however, if you're unsatisfied with our service, we'll refund your fees.
  • What are your qualifications? What is your education background? I've worked as a portfolio manager and financial planner for both large and small firms such as American Express Financial Advisors, Goldman Sachs, and other planning and wealth management firms in the San Francisco Bay Area. I'm a current Certified Financial Planner and Certified Fund Specialist.
  • What is your approach to financial planning? Our planning and investment decisions are structured to maximize efficiencies and get you the largest return on your investment of time and fees with us. Although your investment portfolio is a very important part of your overall financial well-being, we make sure clients are also on the right track regarding budgeting, estate planning, insurance coverage, and overall retirement planning.
  • What services do you offer? Fee-only financial planning and investment management, real estate analysis, and retirement planning.
  • How many clients do you currently manage? About 60 as a firm total.
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Evor Vattuone, CFP

Evor Vattuone, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, ATP, CFS, EA

Biography


Among Evor?s strengths is the range of experiences he has gained through the years, driven by his own far-reaching aspirations. Having seen firsthand what best serves investors? interests ? and what does not ? he founded Aspire in 2008, to help families Aspire. Plan. Achieve.

In the mid-90s, Evor joined a New York financial firm, managing investments for high-net-worth individuals as a sub-advisor for Goldman Sachs. A California native, he returned home in 2000, becoming a top financial planner at American Express Financial Advisors (now Ameriprise) in Campbell, CA. Before founding Aspire, Evor also consulted for a range of large and small financial planning firms in the Bay Area while simultaneously gaining experience in human resources.

Evor holds double majors in business finance and aeronautics from San Jose State University. He is a CERTIFIED FINANCIAL PLANNER? practitioner.

A board member for the Financial Planning Association (FPA) ? East Bay Chapter, Evor proudly participates in the chapter?s annual pro bono Financial Planning Days. He also ensures that Aspire hosts annual summer interns, leads regular community financial study groups and co-chairs the spring fundraising auction at his children?s school.

Evor considers his marriage license with Jessica Vattuone to be among his most valued certificates. They and their three young children enjoy exploring the Bay Area, various parks and other fun activities. Evor?s hobbies include being a multi-engine pilot, playing softball, and (recently) bicycling. Closer to home, he enjoys reading books on philosophy, psychology history and ? of course ? investing and finance.

My Services


Financial Advice & Consulting

We offer fee-only wealth management services, we will inform and collaborate with you, to help you gain a solid wealth vantage point, supported by seven financial pillars: budgeting (cash flow), investments, education planning, taxes, insurance, retirement and estate planning.

My Team


Johnny Roland
Johnny Roland

CFP, Enrolled Agent (Tax)

With more than a quarter-century of experience in financial services, Johnny joined Aspire to play an integral role in a firm premised on client-first care. Johnny has held a variety of marketing, sales, management and operations positions in the financial industry, including serving as strategic business consultant in the Global Financial Services Practice at Cisco (11 years); overseeing $1.2 billion in annual sales as a vice president/general manager of the Stored Value Group with American Express in Japan (six years); and holding a variety of sales and marketing management positions at Bank of America, where he built executive relationships with major banks throughout the Asia Pacific region (10 years). Education and Crede ...more


Communities Served

Alamo Berkeley
Brentwood Castro Valley
Clayton Concord
Danville Dublin
Fremont Hayward
Lafayette Livermore
Martinez Moraga
Oakland Orinda
Pleasant Hill Pleasanton
Rodeo San Francisco
San Leandro San Lorenzo
San Ramon Sausalito
Vallejo All

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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