What we do

We understand that our clients come from unique backgrounds with different perspectives, varying motivations, and ever evolving goals. By taking the time to understand what drives each individual and by working diligently to come up with straightforward solutions to complex problems, we strive to foster long term relationships built on trust and collaboration. Regardless of their differences, everyone values their own time and desires peace of mind in their lives. By working together to develop a comprehensive financial strategy, we give our clients the flexibility to focus on what is really important to them, whatever that might be.

 

Tim Cecchin

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

415-445-8228

Travis Townsend, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

415-445-8229

Meet the team

Cecchin Townsend Group team photo

Learn more about the Cecchin Townsend Group