Central Bay Area Team

The Central Bay Area Team, based in Montclair and Larkspur, offers financial planning and investment strategies crafted toward each client’s goals and risk tolerance. We assist clients in identifying financial issues and developing prudent strategies to address them, collaborating with appropriate professionals when needed. Specializing in supporting those who have lost family members, as well as business owners in transition, we aim to help clients achieve and maintain financial independence, to and through retirement. We believe our clients appreciate our commitment to high-quality communication and service — we under-promise and over-deliver. If you’re ready for a financial review, reach out and schedule an introductory meeting to learn how we can help.