FINANCIAL ALTERNATIVES, INC.
CRD #108245 SEC #801-57864 LA JOLLA, CA 858-459-8289
SEC Registered
Total AUM
$559.4M
Discretionary
$554.5M
Employees
12
Clients
251
Accounts
1,259
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACCARD, CHRISTOPHER, EDWARD | I | CFP/CHIEF COMPLIANCE OFFICER | NA | |
| JACCARD, CHRISTOPHER, EDWARD | I | CFP | NA | |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | NA | |
| JACCARD, CHRISTOPHER, EDWARD | I | CFP/CHIEF COMPLIANCE OFFICER | NA | |
| JACCARD, CHRISTOPHER, EDWARD | I | CFP | NA | |
| JACCARD, CHRISTOPHER, EDWARD | I | CFP | NA | |
| JACCARD, CHRISTOPHER, EDWARD | I | CFP/CHIEF COMPLIANCE OFFICER | NA | |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | NA | |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | NA | |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | NA | |
| FREEMAN, JAMES, ALAN | I | CFP/PRESIDENT | E | Control |
| FREEMAN, JAMES, ALAN | I | CFP/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | CFP/PRESIDENT | E | Control |
| FREEMAN, JAMES, ALAN | I | CFP/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | CFP/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | OWNER/CFP | E | Control |
| FREEMAN, JAMES, ALAN | I | OWNER/CFP | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| FREEMAN, JAMES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | C | Control |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | C | Control |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATING OFFICER | C | Control |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATING OFFICER | C | Control |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATING OFFICER | C | Control |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATING OFFICER | C | Control |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATING OFFICER | C | Control |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATING OFFICER | C | Control |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | B | |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | B | |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | B | |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | B | |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | B | |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | B | |
| JACCARD, CHRISTOPHER, EDWARD | I | CHIEF OPERATIONS OFFICER | B | |
| FOX, DEBORAH, SAFREN | I | PARTNER | A | |
| FOX, DEBORAH, SAFREN | I | PARTNER | A | |
| HOFFARTH, ANDREW, RAYMOND | I | PARTNER | A | |
| HOFFARTH, ANDREW, RAYMOND | I | PARTNER | A | |
| HOFFARTH, ANDREW, RAYMOND | I | PARTNER | A | |
| HOFFARTH, ANDREW, RAYMOND | I | PARTNER | A | |
| HOFFARTH, ANDREW, RAYMOND | I | PARTNER | A | |
| LI, PEI-SHAN, ELLEN | I | PARTNER | A | |
| LI, PEI-SHAN, ELLEN | I | PARTNER | A | |
| LI, PEI-SHAN, ELLEN | I | PARTNER | A | |
| LI, PEI-SHAN, ELLEN | I | PARTNER | A | |
| LI, PEI-SHAN, ELLEN | I | PARTNER | A | |
| LI, PEI-SHAN, ELLEN | I | PARTNER | A | |
| LI, PEI-SHAN, ELLEN | I | PARTNER | A |
Registrations
Federal
IA
Sep 27, 2025 REGISTERED
Notice Filings (6)
AZ CA CO NY TX WA
Address
7825 FAY AVENUESUITE 245
LA JOLLA, CA 92037
United States
Phone: 858-459-8289