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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blogs

Toddler standing at the bottom of a stone staircase
Cipolla Financial Advisors | Aug 22, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Man sitting on bench in park
Cipolla Financial Advisors | Aug 22, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Two women meeting in an office space.
Cipolla Financial Advisors | Aug 22, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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We aim to help you live the best life possible with the money you have.

Office

50 Santa Rosa Ave.
Suite 110
Santa Rosa, CA 95404

Contact Info

P | 707-582-8788
E | hello@cipollafa.com

Cipolla Financial Inc offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services (“Diversify”) an SEC registered investment adviser.

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