We are a locally-owned and operated firm, affiliated with Raymond James, the internationally respected financial services company.
We have provided professional financial services in the Silicon Valley and Santa Cruz area for more than 30 years. Our successful families, institutional investors and philanthropic clients are primarily located in the Silicon Valley, Monterey and San Francisco Bay Areas. We also work selectively with affluent clients throughout the United States and internationally. Our clients and community have financially benefited from the global value of Silicon Valley innovation and growth.
As the "Baby Boomer" generation transitions from working to retiring, we are focused on retirement planning, mitigation of risk, proactive legacy planning, the transfer of wealth between spouses, and the multi-generational transfer of assets and values.We are sought-after speakers presenting on retirement planning, social security maximization, legacy planning and philanthropy. Let’s set up a no-obligation consultation to understand if we can make a significant impact on your life.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.