About My Practice
Sterling Futures is a fee-based practice providing comprehensive wealth management services including financial planning, investment management, retirement planning and counseling. While we recognize that most clients want to start by talking about investments, this is usually the last thing that we discuss. Our first task is to arrive at a clear picture of your goals and aspirations - for your Self, your Family and your Community. Our goal is to help you integrate your resources and values to achieve peace of mind and fulfillment in life.
Our commitment is to free you from time-consuming and energy draining activities related to money. We want money to be a source of satisfaction rather than frustration and to that end the firm offers common sense solutions that will enable you to control, rather than be controlled by your money.
Because of the comprehensive and personal nature of the financial planning process a strong relationship with your planner is a key ingredient in successful planning. At Sterling Futures all client contact is personally handled by Malcolm Greenhill, the President of Sterling Futures.
Sterling Futures is an independent financial advisory firm that does not sell investment products so you can rest assured that our advice is objective and there are no undisclosed conflicts of interest. We charge fees either on an hourly basis, or, for portfolio management services, as a percentage of the assets under management. Our offices are located in San Francisco, San Mateo and Santa Clara.
Malcolm Greenhill CFP®, CSA, MBA, President of Sterling Futures, has been helping individuals retire successfully for the last 18 years. He is a founding member of the San Francisco Institute of Certified Financial Planners (now FPA®) and is a past President and past Chairman of that organization. He has taught graduate financial planning courses at Golden Gate University in San Francisco and has been interviewed on ABC Channel 7 News, CBS Marketwatch, USA Today, Bloomberg Wealth Manager, The Journal of Financial Planning, Financial Advisor Magazine, CNNfn, Financial Planning Magazine and the San Francisco Examiner. He writes about financial, economic and wealth related issues in the broadest sense of the word, at his personal blogging site - www.malcolmscorner.wordpress.com. Malcolm pursued graduate work in economics and politics at Oxford University in England and holds an Masters Degree in Business Administration from Cranfield School of Management, one of Europe's leading business schools.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: CA, Health/disability insurance: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Fee-only applies to all financial planning and investment work. Commissions are received on insurance products only.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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