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Families Helping Families Embodies Community

We are a family office that has been helping people build wealth, manage their money and make better financial decisions in Northern California for over 30 years.

Our goal at Palfini Financial is to be your most trusted advisor in retirement and financial planning.

Our mission is to empower our clients to live the life of their dreams today, not in the abstract future. We hope to achieve this through:

  • Education and financial literacy
  • Developing deep, meaningful relationships
  • Acting with integrity in all we do
  • Providing exceptional customer service


Brief History

After exploring business opportunities in multiple industries, Dorothy and her husband Rick found themselves in the insurance business in the early 1980s. Eventually Dorothy ended up with Financial Planners Equity Corp out of San Rafael, CA where they encouraged their agents to pursue securities and investments in addition to traditional insurance. From that point, she never looked back. Within a couple years, Ted left his position at Siskiyou County Social Services to join her and Palfini Financial was born.

Around 1989 Dorothy and Ted shifted their focus to retirement and financial planning in various local hospitals, clinics and non-profits throughout Siskiyou, Shasta, Tehama and Butte counties. After spending countless hours in hospital break rooms assisting staff members, they realized that they loved helping the people they had met so much they would make it a primary focus of their business.

It wasn't until 2009 that Damian joined the team just as the financial crisis was reaching its climax, but it provided an opportunity to re-evaluate the organization and how we could better serve our clients. Since then we have attempted to walk the line between serving clients in the later stages of their careers while not neglecting the younger generations that so desperately need guidance and assistance. This means staying up on technological and industry trends while not forgetting that in the end, it is about people and creating lasting relationships.

With roots in very large Hispanic and Italian families, community and belonging are very important to us. That is why when we were given the opportunity to relocate our office to "old" Downtown in West Redding we jumped at the chance to be more involved in the revitalization of downtown. Whether it is leading the local neighborhood watch or picking up trash, attending public forums or joining in focus groups,, we constantly are looking for ways to make Redding feel like home for everyone. 

Today, we continue to offer clients solutions to their complex financial lives without losing that local, community feel. We believe we have achieved just that and are grateful for all the amazing people we have met along the way, and look forward to those whose path's we have yet to cross.