Should you go with a local East Bay financial advisor?
When you decide to work with a financial advisor, we think it’s a good idea to stay close to home, in the East Bay. Here’s why.
All of us live in the greater Oakland area. We run our businesses here, in the East Bay. We’re raising our families here. We’re active in the community. We know and love the East Bay. Because we’re small, independent, and fee-only firms, you work directly and closely with us. Together, we’ll talk over what you’re hoping to achieve. Then we’ll map out a strategy to help get you there.
That’s not how it works at most brokerage firms. Usually, investment advice and financial planning are put together by staff members, who are often completely removed from the broker you met with.
With us, there’s no pressure to profit at your expense. No corporate political agenda. No bureaucracy or outside pressure influences our advice.
Each of us has developed high levels of skill, knowledge and professional certification. And each of us is a Certified Financial Planner™ . We’ve all achieved a high standard of professional education. We adhere to a stringent code of conduct and standards of practice. And we’re committed to strict ethical requirements that govern our work with you.
Each of us has expertise in investment, tax, and retirement planning. That means we have the knowledge we need to help you make the wisest choices for your long-term investments. We truly enjoy meeting with our clients face-to-face. We love running into people we work with at community events. Getting to know your families. Our clients are real people, with real life goals.
The better we know you, the better we can be at our job. Over time, we can develop a personal relationship based on trust, honesty, and outstanding results.
Results, trust, and honesty. It’s what sets us apart not only from major brokerage firms and investment companies. But also distinguishes us from other independent financial advisors.
