In what has already been a very exciting year, Private Ocean is delighted to announce that on October 1, 2018, we are welcoming the team at Mosaic Financial Partners, an advisory firm with two locations based in San Francisco and Walnut Creek, to the Private Ocean family. Read the Press Release
“We have known Norm and the principals of Mosaic Financial for many years and have great respect for their people, their processes and their values,” said Greg Friedman, MS, CFP®, CEO and Co-Founder of Private Ocean. “Coming together is a natural fit for us and we are excited to continue exploring our opportunities to better serve our clients. We are proud to welcome our new colleagues to the Private Ocean team.”
From its inception, Mosaic has been an innovator. They were at the forefront of the fee-only movement and among the first independent wealth management firms to offer ETFs as a lower-cost investment option. They also helped pioneer the use of personal investment policy statements that bring transparency, discipline and client understanding to the investment process. Among their advisors are three certified coaches, signaling their commitment to helping clients not just with the numbers but finding ways to succeed in life.
That innovative spirit is key to Private Ocean, whose close-knit team of financial professionals includes the co-author of the financial planning industry’s first code of ethics, a 2017 InvestmentNews Icons & Innovators winner, two recipients of prestigious Schwab IMPACT® Awards, an industry veteran who managed a $30 billion portfolio on Wall Street, and a dedicated support team of seasoned advisors and operations specialists.
Much like our recent addition of the Seattle office earlier this year, we are proud to continue expanding on our expertise as well as our locations. This intentional growth is another step toward evolving and expanding our services for our clients, and we are excited to explore these opportunities and identify ways to better serve them.