Pursuing your financial goals with experienced guidance
Welcome to Phases Financial Group, where experience meets exclusivity. Founded in Palo Alto, California by financial advisors Juan Rojas and Michael Lipkins, our team brings together decades of combined experience in the dynamic realm of financial services.
At Phases Financial Group, we believe that life unfolds in distinct phases, each demanding a unique financial approach. Juan and Michael are committed to guiding you through every step of your financial journey, ensuring a tailored strategy that aligns with your individual goals. As a private and exclusive practice, we limit our clientele to a select number, dedicating ample time to understanding your aspirations and financial landscape intimately.
Our focus goes beyond mere investment management; we are dedicated to crafting comprehensive financial strategies that not only seek to maximize returns but also adeptly manage risk and optimize tax efficiency. Trust Phases Financial Group to be your strategic partner, navigating the complexities of your financial life with precision and care.
Raymond James and its advisors do not offer tax advice. You should discuss these matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Services we offer
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
News & resources
Why buy fixed income?
U.S. economic growth has defied the odds
Five habits of 401(k) millionaires [INFOGRAPHIC]
Opportunity blooms in tax season
Choosing the right charitable giving vehicle for your goals
Webinar replay -State of the Markets
An asset class comparison
Why the equity market should move higher over the next 12 months
Employment up (non-farm payrolls), unemployment up (household survey)
Pursuing your financial goals with experienced guidance
- Phases Financial Group
- 3000 El Camino Real, Suite 3-100 Palo Alto, CA 94306-2100
- T 650.845.4991
- F 650.845.4996
- Map & Directions
- Map & Directions
- Juan Rojas, Managing Partner, PFG | Financial Advisor, RJFS
- O 650.845.4994
- Michael Lipkins, Managing Partner, PFG | Financial Advisor, RJFS
- O 650.845.4992
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
The financial advisors at Phases Financial Group operate as independent financial advisors for Addison Avenue Investment Services. Financial advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC, and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Phases Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Additionally, First Technology Federal Credit Union, Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services and Phases Financial Group. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
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