Compliance Notice
Check the background of this firm on FINRA’s Broker Check
We help clients enjoy their money.
Managing your assets is a full time job. Precision Planning Financial Group allows you to focus on what you do best.
Let us identify the blind spots, build your wealth, and help you create a legacy. Our team of experts follow a rigorous process beyond math, science, and data to create planning solutions that meet all your needs.
“Our process will give you confidence in the solutions we implement.”
Barry Queen II, Founder and President | Precision Planning Financial Group
Planning Areas
Precision Planning Financial Group: Steering Your Holistic Financial Voyage with Unmatched Precision
In the vast ocean of financial possibilities, embarking on a journey toward comprehensive financial wellness can seem daunting. At Precision Planning Financial Group (PPFG), we understand the breadth and depth of this voyage. Our philosophy marries the precision of navigation with the holistic view of your financial ecosystem, ensuring a journey that is not only targeted, but encompasses all facets of your financial life.
Click on each area to learn more.
Financial Planning
Navigating Your Financial Seas with Holistic Precision
Investments
Charting a Course Through the Investment Waters
Risk Management
Your Compass in Uncharted Waters
Retirement Planning
Setting the Coordinates for Your Dream Horizon
Business Planning
Navigating Your Enterprise to Prosperous Shores
Charitable Planning
Sailing Towards a Legacy of Impact
Estate & Tax Planning
Charting a Legacy with Holistic Insight
Equity Compensation Planning
Aligning Your Crew with Strategic Precision
Title Here
Subtitle Here
Why is Holistic Planning important?
Developing a precise financial plan means looking at every planning area and vulnerability to develop the right mix of solutions.
Watch the video on why this is an important concept.
Reliable Planning Approach
You can rely on financial planning to make decisions. Most people do not have a plan; they have an idea of what’s in place, but it’s disconnected
Investment Framework & Methodology
Built with math, science, and data so we can take an objective approach to your plan.
Clarity & Transparency
Once we show you where you are vs. where you want to be, it can be eye opening.
Confidence
Most lack conviction in their investment choices. We remove emotion from the decision making process and give you confidence in the plan.
Emotional Intelligence
We utilize the principles of behavioral finance to guide our clients and help them identify implicit biases.
Our Mission & Core Values Align with the Tenets of our Fiduciary Standard
A fee-based wealth advisor has a fiduciary duty to act in the best interest of their clients. We consistently examine and explore opportunities for improvement to provide our clients the best advice possible. We commit to upholding the trust and confidence our clients extend to us by fulfilling our fiduciary standard to act with integrity, honesty, and transparency. Our words and our actions will always remain aligned. We commit to the pursuit of excellence in all facets of our operation.
Insights
The Psychology of Investing: Why Uncertainty Isn’t the Time to Panic
If you've been paying attention to the financial news lately, you've likely noticed one recurring theme: uncertainty. Markets are shifting, inflation remains persistent, interest rates are unpredictab... ...more
Investment ,Mindset &Culture
April 03, 2025•6 min read
Stock Picker's Market: Tactical Strategies for an Uncertain Economy
The Changing Landscape of InvestingFinancial markets evolve, but 2025 presents an investment climate, unlike previous years. The easy gains of a rising market are no longer a given. Instead, investors... ...more
Investment ,Financial Literacy &Wealth Management
March 21, 2025•6 min read
Barry’s Briefing: Geopolitical Turmoil and Financial Markets – Lessons from History
Uncertainty is nothing new to financial markets. Every generation faces moments of geopolitical tension, economic shifts, and global crises that shake investor confidence. From world wars to financial... ...more
Investment ,Financial Literacy &Wealth Management
March 06, 2025•5 min read
Get Our Checklist for Evaluating a
Financial Advisor: Precision Criteria
Phone
626-655-1911
Address
251 South Lake Avenue,
Suite 800
Pasadena, CA 91101
We look forward to connecting with you.
GET OUR LATEST INSIGHTS
Subscribe to our mailing list for all the latest news and information about investing and financial planning.
Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Cetera Networks, Cetera Wealth Management Group, Cetera Wealth Partners, and Summit Financial Networks are all distinct communities within Cetera Wealth Services, LLC.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at www.cetera.com/advisors.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
© 2026 Precision Planning Financial Group
Explore Our Comprehensive Planning Services
Investment Management
Personalized portfolio strategies designed to grow and protect your wealth through disciplined, research-driven investment management.
Retirement Planning
Comprehensive retirement strategies to help you achieve financial independence and enjoy the lifestyle you envision after work.
Estate & Tax Planning
Protect your legacy and minimize tax liabilities with integrated estate and tax planning tailored to your unique goals.
Business Planning
Strategic business planning services to help owners grow, protect, and transition their businesses with confidence.
Charitable Planning
Maximize your philanthropic impact with tailored charitable giving strategies that align with your values and financial goals.
Equity Compensation
Navigate stock options and equity awards with expert guidance to optimize your compensation and minimize risk.