• Meet Millar Financial

    Our Firm:  Millar Financial is an independant Registered Investment Advisor and Financial Planning firm located in Fremont, California, in the San Francisco Bay Area.  Millar Financial was founded in 1986 to provide broad personal financial advice – and not just investments and financial products – to families and individuals… read more >>

    Our Values:  In our experience, the most successful financial partnerships can only exist once there is a clear understanding of personal values. The purpose of good planning, after all, is not merely getting the best investment return, but how to use financial tools and resources to meet your personal goals and objectives… read more >>

    Our Relationships:  Service and relationships go hand in hand. In addition to our relationships with our clients, the heart of our business, Millar Financial maintains important relationships both within the community, and with those with whom we associate… read more >>

    Millar Financial has a history of working within the community, and particularly with non-profit organizations.  We believe that the expertise we bring to clients provides us with skills that can be brought to the non-profit world.  We encourage our staff to become involved by offering paid time off for non-profit activities… read more >>

  • The latest news and info

    • MF-April-Seminar-032a

      Our latest seminar focused on managing one of most people’s biggest assets: their home and other real estate.  Brian McNamara brought us up to date about the recent changes, both good and bad, in the mortgage market.  As we’ve learned [...] read more > >

       
    • Chuck_FinneyTransparant

      Timothy Millar joined Chuck Finney host of “Your Legal Rights”, on NPR station KALW in San Francisco, for a discussion on planning for long-term care using Medicare, Medi-Cal and private pay strategies. Also interviewed was Peter Stern, a Certified Specialist [...] read more > >

       
    • SeminarLogo

      Millar Financial hosted our first advisory client educational seminar of 2012 with a presentation by Joe Gengo, Vice President of PIMCO who spoke about his firm’s expectations for the economy throughout this election year. We want to thank all of [...] read more > >

       
    • More news...

  • There’s more to life…

    Learning to Ride a Bike!!!May is National Bike Month
    The Bay Area is full of beautiful weather, and spring is no exception.  Looking outside our office we can see green hills that will disappear all too quickly in the summer months.  Along the hills and roads we can usually [...] read more >>