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Advanced Financial Designs has closed its doors after 22 years in business! The founder, Fern Alix LaRocca CFP EA, has retired to pursue a life planning and financial coach practice.

If you are looking for a fee-only financial advisor, contact the National Association of Personal Financial Advisors www.napfa.org. If you are looking for what Fern is up to, check out her Financial Life Planning Site at www.wholeheartedway.com.

Advanced Financial Designs has been a registered investment advisor since 1983. We use advanced planning techniques to help you minimize taxes and accumulate wealth.

Our team of professionals led by Fern Alix LaRocca CFP® EA can assist you with any financial planning services including...

Triangle Fee-Only Planning:
Because we work only for client fees, we offer objective, financial advisory services.
Triangle Tax Preparation:
We provide complete tax preparation services.
Triangle Asset Allocation
Advisory Program:

We help you determine your most efficient asset mix to manage your portfolio.

Cleardot Visit our Services Overview page and learn how we can help you select the best investment options.

Contact Us so we can help you define your goals and create a financial plan that considers your priorities and objectives. Cleardot

AFD in the Press
Financial Articles with featured quotes by AFD's Fern Alix LaRocca.

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Advanced Financial Designs - Email: fern@afdadvisors.com
182 Howard St. #410  San Francisco, CA 94105-1611
Phone - 415-819-3065
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Nothing on this website shall be construed as a solicitation of business in any state in which AFD Advisors/Fern Alix LaRocca is not registered. No business will be conducted with any individual in a state unless AFD Advisors/Fern Alix LaRocca is registered or exempted from registering.
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Start now to enjoy the security of knowing you have a sound financial plan.
Minimize taxes while building wealth for you and your family.
Preserve assets through estate planning to make your savings last through the golden years.