Financial Resource Associates is an organization dedicated to helping families,
individuals and businesses recognize, develop and achieve their financial and
life goals through comprehensive financial planning, estate planning, divorce
services, investment advisory services and insurance services.

 

 

 

 

 

"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1."
Warren Buffett



At FRA, we want to know how we're doing from our clients' perspective. We have
established the unique mechanism of our Advisory Council to assist in this effort.
We meet semi-annually with the Council to present our most-recent advances
and to listen to the perceptions of our day-to-day operations.



Thank you to our voluntary and diligent friends:



Alexis Jackson, Mortgage Broker



Anne Lober, Attorney & Family Law Specialist



Ben Hess, Business Consulant & Film / Video Producer



Dan Kent, Retired



Joel Isaacson, Writer



Ken Cole, Executive Director



Lisa Teramo, Mother



Lynne Bucher, Realtor



Eileen Hamilton, Attorney & Estate Planning Specialist



Rebecca Field, PhD



Ron Indra, High School Teacher



Tom Manheim, Public Outreach Mgr. San Jose



Wendy King, Social Gerontologist