Investment Management & Financial Planning Services

Our Service Areas

R Squared Financial is dedicated to serving residents of Fresno, CA and beyond through sound financial planning and investment management services. We focus on providing our clients with the guidance they need to set financial objectives and build wealth. We adhere to a collaborative team approach to help our clients achieve the goals set forth, and in all we do, we adhere to the highest standards of integrity.

Based in California’s San Joaquin Valley, we serve the following communities:

• Fresno
• Calwa
• West Park
• Pratton
• Muscatel
• Herndon
• Sierra Sky Park
• San Joaquin River Estates
• Gordon
• Tarpey
• Las Palmas
• Goldleaf
• Easton
• Rolinda
• Floyd
• Biola
• Gregg
• Irigosa
• Rolling Hills
• Clovis
• Burness
• Clotho
• Ivesta
• Lone Star
• And neighboring regions

Financial Services for Individuals, Families & Businesses

Our financial planning services are customized to meet each client’s specific needs. We can assist with a wide range of financial matters, including the following:

• Investment strategies
• Creating financial plans
• Asset protection
• Diversification
• Asset allocation
• Expense reduction
• Tax planning
• And more

At R Squared Financial, our team consists of experienced financial consultants, including a Certified Financial Planner. We provide ongoing guidance, constantly monitoring the investment landscape in order to best advise our clients.

Contact Us Today

Whether you are just getting started with financial planning, you are beginning to plan for your retirement, you want to manage the assets you own in the most effective manner possible or you would like professional assistance with setting and meeting your financial goals, turn to R Squared Financial.

We can help you develop a disciplined process of planning and investing for your financial security. Reach out to us for a free, no-obligation consultation. Simply complete our convenient online form or give us a call at (559) 289-2041.