Our Offices and Directions

Contact Us

For directions to our offices, click on the “Google Map” links below.

Oakland Office
1111 Broadway
16th Floor
Oakland, CA 94607
Google Map

Also seeing clients in our
Santa Rosa Office

 

If you have questions or would like to arrange a complimentary phone or video call, please send us a message using the form below, or call our office in downtown Oakland at 510-433-1066. (You may want to first view our frequently-asked questions)

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Market Analysis

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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More