Point Richmond Office

Office Location

51 Washington Ave.
Point Richmond, CA 94801

Contact Information

Office Hours

Mon-Fri: By Appointment

Financial Planners at Point Richmond Office

    Frequently Asked Questions

    • During the first meeting with your financial planner, you can expect a complete assessment of your current financial situation. We’ll ask a number of questions to get a better understanding of your situation – investments, family and personal goals included.
    • We operate as a fiduciary, which means that we have an obligation to our clients to make objective recommendations in their best interests, not ours.
    • Addressing financial wellness is a journey. We typically meet with our clients quarterly to evaluate changes in their situation, discuss progress, answer questions, and propose appropriate adjustments to their plan.
    • Any insurance policies you have
    • Mortgage and other debt statements
    • Pay stubs for you and/or your spouse
    • 401(k) and other investment plan statements
    • Your most recent tax return
    • Your monthly budget

    Investment management is the managing of financial assets and other investments—not just buying and selling them. Management includes developing a short- or long-term plan for obtaining and disposing of portfolio holdings.

    • People want their money to grow without work, which is why a trustworthy investment manager brings value. The responsibility of an investment manager is to manage their book of clients and guarantee their investment goals are being met or are in progress.