Welcome to G. E. Pia & Company
We are an independent wealth planning firm based in South Pasadena, California.
We offer a collaborative process to protect and enhance your wealth and to attain your most important financial goals in a cost-effective, reliable manner that also honors your deeply held values.
We are trusted advisors for all aspects of your financial life. We take the time to develop a complete understanding of who you are, your unique circumstances, your aspirations and the meaning you were meant to make in the world. We help you make sound decisions that are aligned with your purpose. We believe mission makes money matter.
Markets are volatile and chaotic, but our values are steady. We are committed to the following principles:
- Honesty and transparency in all relationships
- Responsive, timely and professional service
- Unbiased, expert and timely advice
- Rigid adherence to the principle that “the interests of clients come first.”
As an independent wealth planner we are not limited to any particular investment product or service. We work solely for your benefit. In fact, as a registered investment advisor we have a legal fiduciary duty to put your interests ahead of our own in every regard.
Click here to request more information about our services.