Financial advisors and bankers in California

A financial advisor will work with you to create a roadmap for your financial future, then help guide your progress along the way. You might want help with saving more, investing wisely or managing debt. Or you may be approaching one of life's milestone moments - marriage, home ownership or retirement, for example - and want a second opinion on how to prepare. With your unique needs in mind, a financial advisor can provide an objective view of where you are today and a clear path forward toward your goals.

Our Private Wealth Management advisors create wealth plans for clients with a net worth of $3 million or more. The partnership with your advisor is built around your wealth and legacy goals. Based on what you hope to achieve, your advisor will collaborate with a team of professionals specializing in areas such as planning, investments, trusts and banking to create and manage your customized plan. You'll enjoy the ease of working directly with your dedicated advisor and the advantage of having an entire team focused on what's most important to you.

While there are many certifications advisors can earn, the following are a few of the most common.

If you're looking for a comprehensive wealth plan that can change along with your life, a certified financial planner (CFP®) may be a good fit. They're trained in all aspects of financial planning, from education planning to investments and insurance, and must have three or more years of relevant experience. CFPs are held to the fiduciary standard, meaning they're required to put your financial best interests first.

An accredited portfolio management advisor (APMA®) has advanced training in creating, managing and growing investment portfolios. AMPAs can help you design an investing strategy and provide specialized expertise in areas such as investment analysis, asset allocation and risk management.

If retirement's on the horizon, a chartered retirement planning counselor (CRPC®) can provide a roadmap for your post-work life by helping you navigate Social Security, handle taxes, manage IRA distributions and more.

A certified wealth strategist(CWS®) focuses on providing wealth services to high-net-worth individuals. They can advise on issues such as estate planning, executive compensation and business succession as well as other wealth and investment needs.

A financial advisor will work with you to design a wealth and investment strategy - a personalized plan that fits your life and what you'd like to achieve. Your advisor helps ensure that all aspects of the plan align with your goals.

Wealth Management Bankers support your financial plan by providing traditional banking services, cash management and financing products, plus specialized expertise in areas such as asset planning.

We're happy to meet with you virtually or in person. It's up to you.