Your Experience is Everything.
Private Ocean integrates financial planning, portfolio management and behavioral guidance. We serve individuals, families and businesses, helping them through every stage of their financial journey, whether that be achieving financial freedom, funding an education, managing life's changes and disruptions, planning for retirement, or leaving a legacy. Whatever you need, we are here for you, every step of the way.
Located in the heart of San Rafael, California, Private Ocean’s San Rafael office serves as our company headquarters, with convenient access to San Francisco, the South Bay, the East Bay and Vallejo.
100 Smith Ranch Road, Suite 300
San Rafael, CA 94903
Meet the San Rafael Staff