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We believe in the following
guiding principles:

Everything we do is in service of our clients.
Our words are our commitments.
We pursue excellence in all things.
We are intellectually curious.
Everyone has an important contribution.
Life is short. Laugh.

A little About Us.

Founded by Richard Stone and Greg Friedman in 2009, Private Ocean combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. In 2018, we continued our growth when the firm acquired Lakeview Financial in Seattle and Mosaic Financial Partners in San Francisco. Throughout our continued evolution, our culture, shared values and philosophy on client service has kept us true to our commitment to deliver personal and powerful wealth management to our clients.

What is a Private Ocean?

It’s a place where the experience is deeply personal and the resources and opportunities are immense.

With Private Ocean, you enjoy the direct support of a close-knit team of industry leaders. People who work for you include:

  • Investment committee co-chairs with rock-solid judgment, based on decades of experience navigating market cycles
  • An innovator in personal financial planning
  • A recipient of prestigious Schwab IMPACT® Award
  • An industry veteran who managed a $30 billion portfolio on Wall Street

These aren’t figureheads or just names on a website. They’re industry veterans who listen closely to you, plan with you, develop an investment strategy with you and monitor all your portfolio activity.

They’re not the only ones. Your dedicated support team includes seasoned advisors and operations specialists. Each of them embraces your goals as their own. Each contributes to making you feel confident, informed and in control at all times.

Private Ocean By the Numbers

Download our Brochure

 

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data, to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of Private Ocean by any of its clients. ANY QUESTIONS: Private Ocean’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Meet
Your Team

From our most seasoned advisors to our client
service and operations professionals, everyone
on the Private Ocean team is here to serve you.

Our People

Personal and Powerful.

And much more.

A key part of our culture is our commitment to our communities and the preservation of our planet’s natural resources. We are proud to partner with organizations that share our values and support our efforts to help educate clients on the changing world around us.

The Marine
Mammal Center

A private, non-profit organization established for the purpose of rescuing, rehabilitating, and releasing, marine mammals who are injured, ill, or abandoned.

 

Learn More

SR3 – SeaLife Response, Rehabilitation, and Research

SR³ is a Non-Profit organization in the Pacific Northwest dedicated to improving marine wildlife health and welfare.

 

Learn More

Private Ocean sponsors numerous local and national non-profits and organizations that align with our values and beliefs, and our team members are actively involved in a wide variety of local institutions. Many of them serve in leadership positions, on boards of directors, and other community groups.

Our focus in our involvement mirrors our approach to financial services – in education. We believe that through sharing ideas and in learning, all boats rise. Through collaboration, we work together to build a stronger society.

Community Leadership and Volunteerism

Click to Learn More

Greg Friedman

Board Member, The Marine Mammal Center

Susan Dickson

  • President, Women, Leadership & Philanthropy Council (WLPC) at Dominican University of
    California.
  • Presenter, mentor, and judge for the G2 Leadership Institute, a national program working with the next generation of leaders in the financial service industry
  • Member, Dimensional Fund Advisor COO Forum, where she has the opportunity to share ideas and collaborate on best practices in leadership and management with other firms.
  • Member, Financial Women’s Association of San Francisco and the American Association of University Women (AAUW).
  • Former adjunct professor in the Barowsky School of Business and Leadership at the Dominican
  • University of California.
  • Former president of Junior League Napa-Sonoma
  • Former board member, 10,000 Degrees, which provides guidance and scholarships for under-served youth.

Julie Back

  • Advisory Board, Central Washington University Personal Financial Planning
  • Leadership Board, Central Washington University College of Business
  • Seattle Humane Society Planned Giving Council

Mary Ballin

  • Professional Advisor Leadership Committee (PALC),  East Bay Community Foundation
  • Professional Advisors Committee (PAC),  John Muir Health Foundation

Bill Bockwoldt

  • Instructor, Junior Achievement of Northern California
  • Pro Bono Consultant, Pro Bono Days

Norm Boone

  • Board, United Policyholders
  • Volunteer, Family Paths

Steve Branton

  • Professional Advisory Council, Horizons Foundation

Amanda Fox

  • Volunteer, Marin Agricultural Land Trust (MALT)
  • Volunteer, The Presidio

Kevin Gahagan

  • Volunteer Instructor, Independent Living Skills Program – Contra Costa County
  • Pro Bono Counseling, Family Wealth Forum

Angela Giombetti

  • Volunteer, Habitat for Humanity
  • Volunteer, American Cancer Association
  • Volunteer, Special Olympics

Cynthia Greenfield

  • Partner, Greenhouse Scholars

Channing Hussey

  • Board of Directors – Secretary, Marina Community Association
  • Board of Directors – Nominating Chair, Junior League of San Francisco
  • Alumni/Member, Leadership San Francisco – Chamber of Commerce

Kelly Keydel

  • Board, Knit For Life
  • Volunteer, Seattle Humane Society
  • Volunteer, Youth Care
  • Volunteer, Methow Conservancy

Sabrina Lowell

  • Member, Leadership San Francisco (2018-2019)
  • Committee Member, The Olympic Club (Past Chair of Admissions and Standards and Past
    Member of the History & Archives Committee)
  • Volunteer and Past Board Member, The Junior League of San Francisco
  • Board, CFP Board WIN Council member

Marco Oropeza

  • Board Member and Volunteer, Men and Women of Valor

Lisa Peters

  • Board, Financial Planning Association
  • Volunteer, Seattle Times Financial Hotline.
  • Volunteer, Washington Women’s Foundation

Chip Pyfer

  • Former board member & current volunteer – 20 years, The Guardsmen (San Francisco)
  • Co-chair and Volunteer, The Redwoods Retirement Community (Mill Valley)

Liz Revenko

  • Trustee, Investment Committee Chair, Finance Committee Member, San Domenico School

Sheila Schroeder

  • Board of Directors, Chautauqua Institution Foundation
  • Co-founder/Steering Committee, Electing Women San Francisco
  • Co-Chair, Center For Reproductive Rights
  • Co-Chair, San Francisco Bay Area Leadership Council
  • Mentor, American Corporate Partners
  • Advisory Board, San Francisco Waldorf School

Sarah Wotherspoon

  • San Anselmo Cooperative Nursery School Advisory Board
  • Volunteer, Heartwood Educational Collaborative
  • Volunteer, FPA Pro Bono