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Arola Associates is a financial and insurance advisory agency located in Pleasanton. The firm's financial services include retirement income strategies, comprehensive wealth management, tax-efficient portfolio and income strategies, IRA and 401(k) rollovers, and IRA legacy planning. Clients also have access to a range of insurance options that protect them in case the unexpected happens. The company can recommend long term care strategies, life insurance policies, and asset protection strategies that mitigate investment risk through diversified portfolios. Typical clients are people nearing retirement or already retired. Clients may choose from term and permanent coverage.
BayBridge Capital Group is an independent financial advisory firm that serves individuals and business owners in the Pleasanton area. Services for individuals include detailed financial planning, investment management strategies, and employee benefits maximization. Mortgage financing services are offered through local mortgage consultant Karen Douglas. Clients also have access to trust services through the firm's collaboration with local estate planning attorneys. Tax services are available through a connection with local CPAs. Business owners can receive business retirement plan consulting and employee benefits package designs that help attract and retain ideal company talent. Clients in different life stages receive goal-based planning services.
BlueSky Wealth Advisors is a fee-only financial services firm that serves small business owners, retirees, successful professionals, and medical practitioners. The company's California locations are in Pleasanton and San Jose, with a third location in New Bern, North Carolina. The BlueSky Planning services address tax planning, equity compensation, financial independence, real estate investments, insurance options, estate planning, and small business planning. Clients receive investment management and portfolio reviews on an ongoing basis. BlueSky Wealth Advisors also has integrated its unique software to allow 24/7 client access to financial plan information.
Carr Wealth Management, LLC is a Registered Investment Advisory firm that's served clients in the Tri-Valley area for more than two decades. Company founder Anthony Carr received his CPA and CFP designations two decades ago. The firm's services include retirement planning, investment management, and fiduciary care. Each retirement plan addresses long-term financial goals, account options, and Social Security maximization strategies. The investment management services focus on tax-efficient, low-cost passively managed mutual funds that generate efficient income. Investment options include publicly traded investments like stocks and bonds, varying investment accounts, and consolidated portfolio choices.
Pleasanton, CA 94588
Cents & Sensibility, Inc. is a financial planning firm that serves clients in the Pleasanton area. The firm offers portfolio management services in three tiers: granite, alpine, and summit. Granite accounts have at least $150,000 in assets, alpines have at least $250,000, and summits have at least $500,000. For business owners, the firm creates business continuity plans that outline strategies for how to deal with events that cause significant business disruption. After businesses have experienced a disruption or disaster, the firm's advisors create plans to control the damage and resume normal business operations. They also safeguard property and employees.
Guardino Financial Group is run by Certified Financial Planner Sal Guardino, a financial planning specialist who practices in Milpitas and has worked in loan consulting since 1989 and offered insurance and planning services since 2013. Sal's areas of concentration and licenses include mortgage financing, real estate investments, life insurance, auto insurance, homeowner insurance, annuity insurance, and retirement planning. The firm also offers financial simplification services by storing all client data and reports on easily-accessible software. The firm's mortgage services help clients find mortgages at competitive interest rates, plan for their long-term payments, and track their budget and plan online.
IntoWealth is an investment advisory and financial services firm based in Milpitas. The firm offers multiple services. One is an hourly consulting program, which provides one-time answers to questions and financial strategies. The firm's financial plans integrate retirement planning, estate and legacy planning, risk management strategies, insurance recommendations, education funding planning, executive benefits, and business succession planning. Clients have access to ongoing wealth management services that incorporate tax-efficient and tax-exempt strategies. For businesses, the firm helps create employee retirement plans, key person solutions, and business succession solutions that aim to preserve business valuation while maximizing the owner's profits.
Milpitas, CA 95035
LSJ Wealth Management is a financial services firm that serves Dublin, Fremont, and Santa Clara. Laddi S. Jhuty is a Certified Financial Planner with a Master of Business Administration degree. The firm offers portfolio management services and plans, including insurance options, education planning accounts, estate planning, stock option planning, retirement plans, 401(k) plans, defined benefit plans, IRA accounts, managed money accounts, buy/sell agreements, asset protection strategies, and long-term investment strategies. Many different kinds of life insurance, disability income insurance, long term care insurance and key person life insurance are available for business owners.
Fremont, CA 94538
Mirador Capital Partners is a wealth management firm that's been providing financial consulting services for individuals, families, businesses, and institutions for over 30 years. Its financial advisors help clients make short- and long-term investments, plan for retirement, handle changes in their finances, and offer regular financial monitoring. The company also assists with wealth transfer, next-generation investment education, money management for businesses, and active financial management. Mirador Capital Partners is an SEC-registered investment advisory firm.
Monterey Private Wealth is a financial advisory firm with offices in Pleasanton and Monterey. The main areas of focus are business retirement plans, financial planning, and investment management solutions. Each business retirement plan is optimized to meet a business owner's objectives, make employee participation easy, control administrative costs, deliver valuable investment management services, and meet all government compliance requirements. Their investment management services use strategies based on academic research. Most clients have portfolios with over $1 million in investable assets. Meanwhile, the financial planning services answer questions about tax reduction strategies, asset protection, asset growth, and estate and legacy planning.
Rugh Financial, LLC is a Palo Alto financial services firm. The company's main areas of focus include investment management, financial planning, financial independence, and retirement planning, tax planning, risk management strategies, and estate planning solutions. Each plan addresses special considerations like education funding for future generations, home purchases, divorces, spousal deaths, business startup costs, and other major financial circumstances. Clients manage risk by investing in a combination of property, liability, disability, health, and life insurance. The firm also uses tax reduction strategies to prioritize overall plan efficiency.
East Palo Alto, CA 94303
The R.L. Brown Advisory Group offers consulting services for businesses, specific strategies for professionals and executives, retirement planning guidance, and customized financial planning strategies. The firm is located in Pleasanton. Its advisors focus on customized retirement plans that use defined contribution plans, defined benefits, or non-qualified deferred compensation plans. The asset management services include customized portfolios, ongoing portfolio management focused on tax efficiency, targeted strategies that focus on goals like high income or high growth, and reduced exposure to potentially risky assets. Meanwhile, clients can receive retirement savings, education funding, business succession, personal insurance, or estate and legacy plans.
Tom Nohr is a Certified Financial Planner and Registered Financial Consultant who has offered comprehensive financial planning services to Castro Valley clients since 1986. The plans integrate investment strategies, insurance recommendations, and advisory services for meeting long-term life goals. Clients can receive consultations regarding retirement and 401(k) plans, profit sharing plans, money purchasing plans, milestone financial strategies, tax mitigation strategies, estate planning, college tuition funding, and 403(b) plans. Insurance options include a network of fixed and variable annuities, life insurance, disability income insurance, and long term care insurance policies. Client assets are diversified among multiple accounts and investment types.
Castro Valley, CA 94546
Total Wealth Solutions is a risk and wealth management group located in Fremont. Their financial planning services cover estate planning, insurance strategies, investment planning, lifestyle planning, money management, retirement planning, and tax-efficient strategies. Each client receives a customized portfolio that uses global diversification strategies to distribute risk. The firm also researches and offers alternative investment options. The capital preservation strategies protect wealth through risk identification, while the advisers adjust portfolios to control the impact of changing tax laws and markets. As an independent firm, the company offers objective solutions and doesn't receive compensation for third-party asset purchases.
Viewpoint Financial Network is a wealth management firm that's served California clients for more than three decades. The company's current managed assets exceed $1 billion. Clients receive financial plans designed to increase their individual net worth. These plans address retirement planning, charitable contribution strategies, and tax planning to invest efficiently and reduce income tax burdens. Viewpoint also integrates long-term investment plans built around the client's goals, legacy planning, risk tolerance, values, distribution strategies, and various levels of ongoing portfolio monitoring. Company president Benjamin Wong is a Certified Financial Planner with a Master's degree in Business Administration.
Wealth Management Associates is a Pleasanton-based financial advisory firm that offers college tuition planning strategies, comprehensive financial planning, investment management, and company retirement plans for business owners. The firm can offer consultations on existing retirement plans or create new ones from scratch. It takes businesses from creation to implementation, even offering ongoing employee education resources. The financial plans help individuals reach their long-term goals through investment strategies. Clients also have access to a network of insurance recommendations, including annuities, disability income insurance, long term care insurance, and life insurance policies.
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