Tony Jurado, as the Managing Partner and Financial Advisor at Lodestar Private Asset Management, brings a wealth of expertise and a unique perspective to the world of finance. His journey began at a young age, igniting a passion for the stock market that has only...
Tony Jurado, as the Managing Partner and Financial Advisor at Lodestar Private Asset Management, brings a wealth of expertise and a unique perspective to the world of finance. His journey began at a young age, igniting a passion for the stock market that has only deepened over the years. With a degree in Psychology from Dartmouth College, Tony combines analytical skills with a deep understanding of human behavior, allowing him to craft tailored financial strategies that resonate with his clients' personal values and life goals.
At Lodestar, an independent, fee-only Registered Investment Advisor firm based in the San Francisco Bay Area, Tony leads a dedicated team in providing comprehensive financial planning and portfolio management services. His commitment to strategic financial planning and wealth management is evident in the key projects he oversees, including customized retirement strategies and alternative investment opportunities that align with clients' risk tolerances and financial aspirations.
Tony's expertise extends to estate planning and asset management, where he employs a holistic approach to ensure that clients not only grow their wealth but also preserve it for future generations. His focus on personal finance empowers individuals and small business owners to navigate complex financial landscapes with confidence. By fostering long-term relationships built on trust and transparency, Tony Jurado exemplifies the values of Lodestar Private Asset Management, guiding clients toward financial independence and security.
