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Joseph Carrano, ChFC®

925-457-0275

Welcome to Carrano Financial Planning, LLC, a boutique financial planning firm offering financial planning, investment advisory services and insurance solutions to individuals, families and small business owners.

Hello. My name is Joe. I have worked for several Fortune 500 companies with over 20 years of experience in financial services. With the knowledge and experience I have attained by working with and learning from so many great people over the years, I have built an independent financial planning and investment advisory firm that encapsulates my values and my vision of what it means to be an independent fiduciary.

Your financial planning needs are most likely driven by one or more of the following factors... your current financial status, your financial history (including your parent's history), your risk tolerance, time horizon and goals. Some planning needs are based on goals like creating a retirement fund and college planning, while other planning needs are based on managing risks to protect your retirement funds and/or your family from lost earning years from events or circumstances such as; early death, disability, special needs for a child or the potential need for long-term care. And for business owners, succession planning is vital in order to ensure a smooth transition for your business and reduce financial risk with your family finances.

Navigating these financial decisions can be challenging or even overwhelming. As your partner, I offer a collaborative approach and a team of expert consultants behind me to help solve your financial planning problems and organize your financial life so you can have piece of mind, freeing up your time so you can focus on other things in life. I look forward to the opportunity to serve you.

Purpose, Goals & Values

The purpose of my company is to offer financial advice and solutions that will improve my client's lives, so they can each reach their goals and live out their best retirement lifestyle.

My primary goal is to help my clients plan properly in order to be able to make the best possible financial decisions later in life. Your range of choices is often decided years earlier either through proper planning, improper planning or a lack of planning. Analyzing your current financial position will help us discover realistic options for moving forward.

Being an independent investment adviser allows me to offer my services free of any corporate doctrine or sales goals. I believe in working in an environment which allows me to be a fiduciary and place my client's interests first.

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