Selecting a financial advisor is an important decision. You want individual attention including time available to answer your questions.
We provide wealth management that is individually designed to meet your needs. Our clients range from people who just want to ask questions occasionally to clients who want us to be very hands on in helping them to manage their financial affairs. We do not sell investment products as we enjoy being only an advisor. Please call us at 925-377-6416 to discuss your individual situation.
Eagle Hill Wealth Management is a Registered Investment Advisor with the State of California. Besides investment advice we offer a number of services including Financial Planning. We are compensated by fees, usually charged on an hourly basis or a fixed amount for a project or services over the following 12 months . As stated above, we do not sell any investments, insurance or any similar product. In the past, Peter Cacioppo was a Financial Consultant (stockbroker) with Merrill Lynch and was licensed to sell all products. Mr. Cacioppo decided he would rather be a "fee-only" financial planner. Accordingly, any new investments will be no commision/no fee products. However, all of your current investments can be kept until they need to be changed.
Our Commitment
We are dedicated to our clients. We believe in one word: care.
Our Service Advantage
We prefer to offer just management and advice, as opposed to selling investments to you.
Principals of firm:
Peter T. Cacioppo, CFP is the owner and principal of Eagle Hill.
Education: University of Missouri-Columbia, BS Business Administration, with emphasis in Finance, graduated 1969.
Professional Certification: Certified Financial Planner since June 30th, 1984.
Experience: Eagle Hill- Manager of this firm, a Registered Investment Advisor, State of California since 2002. Previously, financial planner with Thomas Financial Services, stockbroker with Merrill Lynch and commissioned bank examiner with the FDIC. Experience with the FDIC included educational courses in facilitation and ombudsmandry and use of these skills on a daily basis. These skills are invaluable when assisting with reconcilement of family issues and family meeting facilitations.
Organizations: Member of the Estate Planning Council of Diablo Valley
Interests: Raises Belted Galloway/Wagyu beef cattle on his 33 acre cattle ranch in Moraga, CA. Board member and Planned Giving Officer of The American German Shepherd Dog Charitable Foundation, Inc., which does medical research. Married to Rhonda Cacioppo since 1983.
Blog: www.EagleHillWealthManagement.blogspot.com