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Find Your Advisor

Answer the questions below to help us
find the perfect advisor for you.




Where are you located?

Bay Area
San Francisco
Seattle
Silicon Valley
Other

How much do you plan to invest in your portfolio?

< $2M
$2M - $5M
$5M - $10M
$10M - $15M
$15M +

Are you experiencing any of these life changes?

Retirement
Marriage
Divorce
Death of a Spouse
Job Transition
Inheritance
IPO
Liquidity Event
Startup
Selling a Business
None of these apply to me

Which best describes your financial goals?

Retire Well
Work Optional
Business Succession
Education Planning
Estate Planning
Invest Responsibly
Stock Option Planning
Travel
Parental Care
Gifting
Philanthropy
Start a business
Other

Which of these best describes you?

I’m a business owner a long way from retirement
I’m a business owner looking to retire
I’m focused on accumulating wealth
I have already accumulated wealth
I’m interested in socially responsible investing
I’m interested in women’s topics
I’m interested in topics related to same-sex partnership
I’m a professional or executive of a company
I’m planning or in the middle of a divorce
I’m retired or getting close to retirement
None of these describes me

What do you want to create for yourself?

Peace of mind
A financial roadmap
Thought partnership
Greater financial literacy
All of the above
None of the above

Do you currently have a financial advisor?

Yes
No
See your results




Meet with Us

Schedule your free consultation

Bill Bockwoldt
MBA, CFP®

Advisor, Principal

Justin deTray
CFP®

Advisor, Principal

Mary Ballin
CFP®, CDFA®

Advisor

Steve Branton
CFP®, CPCC®

Advisor

Sabrina Lowell
CFP®, CPCC

Advisor | Managing Partner

Chip Pyfer
JD, CFP​®, CIMA®, CPWA®

Advisor, Principal

B. Kelly Keydel
CFP®, MBA, CDFA®

Advisor | Managing Partner

Liz Revenko
MBA, CFP®, CPCC, CIMA®

Advisor

Julie A. Back
CFP®

Advisor, Principal

Stephen Kepler
CFP®, CDFA®

Advisor

Kevin Gahagan
CFP®, CIMA®

Advisor, Principal

M. Zach Mangels
MSFP, CFP®

Advisor, Principal

Lisa Peters
CFP®, CDFA™

Advisor, Principal