Welcome to Auspicious Financial Planning

Our goal is to empower you to make decisions while gaining financial peace of mind.
We begin this process with a conversation that helps us to understand your needs, circumstances, and financial goals.
We then work together to create a financial strategy that meets your objectives.
We continually monitor your customized portfolio as well as the overall financial climate.
Because life is always changing, we collaborate with you to adjust your financial strategy as needed to meet your new life plans.

How We Help Clients

Retirement Planning

The endowment of a long, comfortable, and worry-free retirement, with no compromise in lifestyle, or concern about running out of money.

Education Planning

The ability to fund, in whole or large part, the education of their children and grandchildren.

Estate Planning

The capacity to contribute in a meaningful way to the financial lives of their children and grandchildren, either during their lifetime, and/or in the form of legacies.

Caring for Parents

The capability to provide quality care to
their parents and loved ones in their later years.

Caring for Self

The ability to provide for their own long-term care costs as they age, to maintain their financial independence and not burden any other person.

Charitable Planning

The capacity to make a meaningful legacy to a much-loved charity, school, religious institution, or any other organization.

Schedule a Virtual Appointment

Where to Start

At our initial meeting, bring your list of questions and any documentation that may be relevant, such as tax returns, legal documents, 401(k) statements, stock options schedules, etc.

Here are some common questions our clients ask:

How do I better manage my finances?

Are my investments aligned with my financial and social goals?

How can I legally minimize my tax burden?

Will I be able to afford a new home or fund my children’s education?

Am I saving enough to retire?

Am I utilizing all the philanthropic tools available to me?

When I retire or leave my job, what should I do with the money in my employer’s retirement plan and pension?

How much should I have in emergency savings?

Do I have the proper level of protection for my family?

Are my estate plans and documents in order?

Who We Are

Louis Dagen

Co-Owner and Certified Financial Planner (CFP®)

Accredited Investment Fiduciary (AIF®)

Chartered Financial Consultant (ChFC®)

Certified Estate Planner (CEP®)

Graduate of Cornell University (B.S., Human Development)

I have helped clients with their financial planning for over thirty years. After graduating from Cornell University, I launched my practice with Shearson Lehman Hutton in Ithaca, New York, before moving to San Francisco.

In addition to helping clients, I have also taught financial planning courses at The City College of San Francisco, Foothill College, and De Anza College, and presented customized education to non-profits across the Bay Area.

I am married to Grace, my partner in our practice, and live in the East Bay with our two teenagers. My main hobby is hiking around the world: recent trips included the Camino Frances, Iceland, and Mount Everest Base Camp.

I love what I do and have no plans to retire!

Grace Dagen

Co-Owner and Operations Manager

Graduate of The University of California at Berkeley (B.S., Architecture)

I manage all the operational details in our practice.

Before joining our firm, I worked at Clorox for sixteen years as the Project Manager in the Creative Services Department, and later as the Group Process and Technology Manager.

I grew up in the Bay Area, graduated from the University of California in Berkeley in 1995. In my spare time, I enjoy reading and painting.

Our Clients

Our office is located in the Bay Area, with clients across the United States and throughout the world.
Our clients are busy, socially active, and come from many walks of life. Even with their demographic and geographic diversity, they share several key expectations of their financial advisors:

Someone trustworthy who listens to their goals and values

Customized financial advice

Guidance to make informed financial decisions

A fiduciary who always acts in their best interests

Unfortunately, crises can occur in life, and even those with the best laid plans sometimes feel confused and lost. We have worked with clients who became permanently disabled, weakened by illness, experienced cognitive decline, or unexpectedly passed away. In these cases, we provided continuity for our clients, as well as their families and friends, ensuring that their financial plans were followed, while making any necessary changes to reflect their changed circumstances.

Fiduciary Disclosures

Form CRS : Financial Professional Relationship

Auspicious Financial Planning, LLC is a Registered Investment Advisor. We provide advisory services to clients where Auspicious Financial Planning, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by Auspicious Financial Planning, LLC unless a client service agreement is in place.