Private Ocean is delighted to welcome Mosaic Financial Partners to our team. Founded in 2005 and serving businesses, families, and individuals in the greater Bay Area, Mosaic will begin operating as Private Ocean on October 1st and remain in both its San Francisco and Walnut Creek locations.
In January, Private Ocean proudly welcomed ten new colleagues to the firm. Based in Seattle, the team (formerly Lakeview Financial), are comprised of dedicated and experienced financial … Read more
About Private Ocean
Private Ocean is a West Coast-based wealth management, financial planning and retirement planning firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth and discipline of a much larger one. We have offices in San Rafael, San Francisco, and Seattle and focus on senior executives, business owners and other affluent individuals and families with a minimum of $2 million to invest.