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Focused Finances, LLC

Inspiring Financial Confidence

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      • Patricia Jennerjohn, CFP®, MBA
      • Melinda McCollister
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Client Login

Securely access your accounts through these client portals.


Private Client
Website

Access your private client Website/portal here. View everything that you own and owe in one place, by securely linking your accounts. Review and classify transactions and create a spending plan. Set up alerts. Securely share documents. Retrieve and review quarterly portfolio reports and invoices. Review your financial plan. Collaborate with plan updates. Mobile-friendly (and ask us about our app).

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NetXInvestor (SSG/Pershing) Login

NetXInvestor provides you with convenient access to account information at Pershing (through Shareholders Service Group) while still relying on the one-on-one guidance you receive from us. You can also receive help or request transactions while online by dialing Shareholders Service Group at 858-530-1031.

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Investment Management Portal

Access your Investment Management portal here. If you don’t have a private client Web site, you can retrieve and review quarterly portfolio reports and invoices here as well. Plus, you can access current information about your asset allocation and portfolio performance.

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Contact

Focused Finances, LLC

Office: 877-746-7914
Toll-Free: 877-746-7914
Fax: 510-291-8304

1300 Clay Street
Suite 600
Oakland, CA 94612

patricia@focusedfinances.com

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Affiliations

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XYPlanning Network Member logo

Disclosure

All written content on this site is for information purposes only. Opinions expressed therein are solely those of Patricia Jennerjohn, Managing Partner, Focused Finances LLC. Material presented is believed to be from reliable resources and no representations are made as to its accuracy or completeness. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Fee only financial planning and investment advisory services are offered through Focused Finances LLC, a registered investment advisory firm in the state of California.

Copyright © 2023 · Focused Finances, LLC · 1300 Clay Street, Suite 600, Oakland, CA 94612 · 877-746-7914