# Attune Financial Planning, LLC

Attune Financial Planning, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/paul-cordero-cfp%c2%ae-ea-38950510

## Regulatory record

- **CRD number:** 159395
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159395

## About

Attune Financial Planning, LLC is a state-registered investment adviser in San Rafael, CA. The firm manages $32 million in assets, $31 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Sectors

- Financial Services
- Wealth Management
- Private Wealth

## Questions

### How does Attune Financial Planning, LLC source proprietary deal flow?

No information is publicly available regarding how Attune Financial Planning, LLC sources proprietary deal flow. The firm does not disclose any deal-level activity, co-investment relationships, or external fund commitments.

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Last updated: 2026-07-06T01:24:11.843Z

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