Pursuing your financial goals with experienced guidance
Welcome to Phases Financial Group, where experience meets exclusivity. Founded in Palo Alto, California by financial advisors Juan Rojas and Michael Lipkins, our team brings together decades of combined experience in the dynamic realm of financial services.
At Phases Financial Group, we believe that life unfolds in distinct phases, each demanding a unique financial approach. Juan and Michael are committed to guiding you through every step of your financial journey, ensuring a tailored strategy that aligns with your individual goals. As a private and exclusive practice, we limit our clientele to a select number, dedicating ample time to understanding your aspirations and financial landscape intimately.
Our focus goes beyond mere investment management; we are dedicated to crafting comprehensive financial strategies that not only seek to maximize returns but also adeptly manage risk and optimize tax efficiency. Trust Phases Financial Group to be your strategic partner, navigating the complexities of your financial life with precision and care.
Raymond James and its advisors do not offer tax advice. You should discuss these matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
The 2024 Forbes ranking of America’s Best-in-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
