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TOP 30 Senior financial planning in San Francisco, CA
28 results found
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Greene Estate, Probate, and Elder Law Firm - San Francisco Bay Area CA
Greene Estate, Probate, and Elder Law Firm located in the San Francisco Bay Area, California, offers tailored estate planning solutions led by Attorney Jay Patrick Greene, CPA. Specializing in estate planning, probate, asset protection, and elder care planning, the firm provides personalized strategies to safeguard assets and ensure the seamless execution of clients' wishes. With a focus on protecting clients' legacies and assets for future generations, Attorney Greene and his team offer comprehensive legal services tailored to the unique needs of each individual or family. From estate planning to probate and dispute resolution, Greene Estate, Probate, and Elder Law Firm is dedicated to providing expert guidance and support to clients in San Francisco and the Bay Area. Schedule a consultation today to secure your future and protect your loved ones with the help of experienced legal professionals.
Cash Settlements Senior Life Insurance
Cash Settlements Senior Life Insurance is a reputable insurance agency located at 101 California Street in the bustling city of San Francisco, California. Specializing in providing financial security and peace of mind for seniors, this institution offers a range of life insurance products tailored to meet the unique needs of older individuals. With a team of experienced professionals dedicated to guiding clients through the complexities of insurance policies, Cash Settlements Senior Life Insurance is committed to ensuring that every customer receives the personalized attention and support they deserve. Whether you are looking to protect your loved ones or plan for your own future, this agency is here to help you navigate the world of insurance with confidence.
One Medical: Financial District - Sutter
One Medical: Financial District - Sutter is a primary care institution located at 110 Sutter Street in San Francisco, California. Our office offers exceptional care for adults of all ages, including seniors on Medicare. We prioritize building real relationships with our patients and use technology to simplify the healthcare experience. Our services range from preventive medicine to managing chronic illnesses and mental health goals. We are dedicated to helping you live a happier, healthier life. Amazon Prime members receive special membership pricing at our facility. We offer same-day appointments, 24/7 video chat, and compassionate providers who listen to your needs. Our office is located on the sixth floor, with doctor's offices and phlebotomy labs. Parking is available nearby, but can be limited in the Financial District.
One Medical: Financial District - Clay
One Medical: Financial District - Clay is a doctor's office located at 559 Clay Street in San Francisco, California. This institution offers exceptional primary care for adults of all ages, including seniors on Medicare. The office is designed to provide a calming and beautiful environment for patients, with same-day appointments, 24/7 video chat, and compassionate providers who listen to your needs. The focus is on building real relationships with patients and using technology to simplify the healthcare experience. Located in the Financial District, the office is conveniently situated near the Transamerica Pyramid and Starbucks. Parking options include a nearby parking garage and metered street parking, although finding parking in the area can be challenging.
MFA Financial Planning
MFA Financial Planning is a leading institution located at 586-B Wisconsin Street in San Francisco, California, United States. Specializing in finance, MFA offers a comprehensive program for individuals seeking to advance their knowledge and skills in financial planning. With expert faculty and a hands-on approach to learning, students at MFA Financial Planning gain the practical experience and theoretical foundation needed to excel in the dynamic field of finance. Whether you are looking to start a career in financial planning or enhance your current expertise, MFA Financial Planning is the ideal institution to help you achieve your goals.
Merrill Lynch Financial Advisor Shad Roundy
Merrill Lynch Financial Advisor Shad Roundy is a seasoned financial advisor with over 10 years of experience in the industry. Starting his career in Honolulu, Shad has managed branches in Hawaii and California before joining Merrill Lynch Wealth Management in 2021. Located at 3255 West March Lane in Stockton, California, Shad serves clients across the San Francisco East Bay area, the Central Valley, and Hawaii. As a Senior Financial Advisor, Shad offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. He believes in building a strong relationship with clients, understanding their needs and aspirations to create a tailored financial approach. By utilizing the Investment Personality Assessment, Shad can refine your investing preferences and develop a customized strategy to help you reach your financial goals.
Merrill Lynch Financial Advisor Thomas F Kendrick
Merrill Lynch Financial Advisor Thomas F Kendrick is a Senior Financial Advisor located at 555 California Street in San Francisco, California, United States. With over 35 years of experience, Thomas Kendrick works with clients to develop long-term financial strategies focusing on retirement, investment management, and legacy planning. He is dedicated to delivering excellent service and helping clients pursue their financial goals. The institution offers personalized financial plans through the Merrill Personal Wealth Analysis™ to help clients achieve their aspirations. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. By understanding each client's goals and priorities, the institution provides customized financial approaches to help manage, grow, and preserve wealth. Thomas Kendrick is registered to do business in several states and offers personalized investment strategies along with comprehensive financial solutions from Bank of America. The institution emphasizes staying on track with financial goals regardless of market fluctuations. Clients can expect the latest investment insights, tips, and strategies to help them live their best financial life. It is important to note that investing involves risk and clients should consult legal and tax advisors before making financial decisions. The institution does not provide legal, tax, or accounting advice, but offers a range of brokerage, investment advisory, and financial planning services. With a focus on understanding clients' unique needs and financial situations, Merrill Lynch Financial Advisor Thomas F Kendrick aims to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Ravi K Bhalla
financial future, saving for a child’s education, or investing for retirement, our team at Merrill Lynch Financial Advisor Ravi K Bhalla is here to help. Located at 555 California Street in San Francisco, California, our team, led by Ravi Bhalla and Amanda Spence, Wealth Management Advisors, is dedicated to providing personalized service and building strong client relationships based on trust. Supported by the global resources of Merrill, our team specializes in wealth management strategies, fixed income investing, estate planning services, and more. We offer custom home and structured lending options to complement your long-term goals and resources, as well as risk management solutions including life insurance, long-term care planning, and liquidity events.
Dawn Nicoles - Financial Advisor, Ameriprise Financial Services, LLC
Dawn Nicoles - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 150 Post Street, San Francisco, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning and asset management for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. The institution also provides specialized training for professionals to serve veterans and military personnel. Dawn Nicoles - Financial Advisor, Ameriprise Financial Services, LLC aims to provide comprehensive and ethical financial advice to clients in a variety of financial situations.
Merrill Lynch Financial Advisor Rajiv Dadlani
Merrill Lynch Financial Advisor Rajiv Dadlani, located at 555 California Street, San Francisco, California, United States, is a finance institution that offers personalized financial advice and guidance to help individuals develop a customized financial strategy. Rajiv Dadlani, a Senior Vice President, Senior Financial Advisor, and Portfolio Manager with Merrill Lynch Wealth Management, has over twenty years of experience in financial services. Rajiv specializes in advising individuals, entrepreneurs, executives, and their families on net worth management, capital growth, and preservation strategies. He works with clients to construct balance sheets tailored to their needs, utilizing a variety of investment options such as equities, bonds, ETFs, and alternative investments. Rajiv also provides advice on retirement plans for startup companies and assists clients with concentrated stock exposure.
Merrill Lynch Financial Advisor Steven A Rocha
Merrill Lynch Financial Advisor Steven A Rocha is a trusted institution located at 555 California Street, San Francisco, California, United States. Steven A. Rocha, a Senior Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 1980. With a Bachelor's degree in Economics from the University of California, Berkeley, Steven helps clients manage their individual, business, and personal financial portfolios. Supported by a team of talented individuals, including Registered Wealth Management Client Associate Christina Rotairo and Wealth Management Client Associate Karen Corvasce, the institution offers personalized financial planning and investment strategies. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management helps clients achieve their financial goals, whether it's planning for retirement, buying a home, or funding a child's education. By understanding clients' goals and priorities, the institution offers customized financial approaches and investment insights to help clients pursue what matters most to them. With a commitment to helping clients stay on track and adapt to changes in their lives and the financial markets, Merrill Lynch Financial Advisor Steven A Rocha provides comprehensive financial solutions to address clients' needs and goals.
Merrill Lynch Financial Advisor Christopher Maher
Merrill Lynch Financial Advisor Christopher Maher is located at 555 California Street in San Francisco, California, United States. This finance institution offers personalized services supported by the global capabilities of a reputable institution. Christopher Maher, a Senior Vice President and Private Wealth Manager, works closely with individuals and families with complex wealth management needs, helping them achieve their long-term financial goals. He specializes in catering to business owners, entrepreneurs, and senior executives, offering tailored investment management, estate planning services, and philanthropic strategies. With over two decades of experience in financial services, Christopher Maher is dedicated to providing customized guidance and highly responsive service to make his clients' financial lives easier and reflective of their unique priorities. The institution prides itself on building strong client relationships based on trust and personalized service, focusing on the things that matter most to clients, such as family, goals, and priorities. Through the Merrill Personal Wealth Analysis™, clients can build a personalized financial plan centered on their goals and aspirations. The institution's approach is to help clients manage, grow, and preserve their wealth today while considering its impact for future generations. By understanding clients' investment preferences and goals, Merrill Lynch Financial Advisor Christopher Maher offers a customized financial approach to help clients pursue what matters most to them. With tools to track changes in clients' lives and financial goals, the institution ensures that clients stay on track to achieve their objectives. Clients can expect regular meetings to review their progress and make any necessary adjustments to their financial approach. Christopher Maher believes that financial success is achieved through personalized investment decisions that help clients reach their meaningful goals. The institution's dedicated team is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their individual needs and pursue their goals. With a focus on the client's priorities and personalized advice, Merrill Lynch Financial Advisor Christopher Maher is dedicated to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Brian M Gigliotti
Located at 555 California Street in San Francisco, California, Merrill Lynch Financial Advisor Brian M Gigliotti is a finance institution dedicated to understanding your values and helping you achieve your financial goals. With over 17 years of experience in the financial services industry, Brian Gigliotti and his team provide personalized guidance and service to address all aspects of your financial life. As a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, Brian Gigliotti holds dual Bachelor of Science degrees in Financial Services and Corporate Finance from San Francisco State University. He also has the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning.
Merrill Lynch Financial Advisor Laura J Pilz
Merrill Lynch Financial Advisor Laura J Pilz, located at 555 California Street in San Francisco, California, offers insights, observations, and ideas to help clients pursue their financial goals. With 30 years of experience in the financial services industry and a Certified Financial Planner certification, Laura helps individuals, couples, and families create wealth management strategies to achieve a secure financial future. She specializes in working with single women, seniors, and those facing major life changes such as divorce or widowhood. Laura's team is committed to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill. Through personalized financial strategies and regular updates, clients can build and preserve wealth while pursuing their goals. The institution also offers Merrill Personal Wealth Analysis™ to help clients document a personalized plan centered on their goals. Whether planning for retirement, saving for a home, or funding education, Laura believes in creating a financial approach that reflects the client's personality and priorities. By staying informed and adapting to changes in life and the financial markets, Laura and her team help clients stay on track to achieve what matters most to them.
Paul M. Dorsey, CFP , ChFC , CLU - Financial Advisor, Senior Vice President Investments
Paul M. Dorsey, CFP, ChFC, CLU - Financial Advisor, Senior Vice President Investments is a prestigious finance institution located at 575 Market Street in San Francisco, California, United States. With a team of experienced professionals led by Paul M. Dorsey himself, this institution offers expert financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Paul M. Dorsey and his team are dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to secure your financial future.
Merrill Lynch Financial Advisor Jing Wang
Merrill Lynch Financial Advisor Jing Wang is located at 555 California Street, San Francisco, California, United States. Jane Wang is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management, bringing extensive experience to help clients simplify and coordinate various aspects of their financial lives. She specializes in working with successful first-generation wealth creators and entrepreneurs, focusing on preserving, growing, and transferring wealth to future generations. Jane is highly analytical, hardworking, and creative, with a passion for explaining complex financial topics in clear terms to help clients make informed decisions. Jane holds an M.B.A. in finance from Carnegie Mellon University and is a Chartered Financial Analyst® (CFA®) and Certified Plan Fiduciary Advisor (CPFA®). She is dedicated to developing personalized investment strategies for high net worth individuals and business owners, managing portfolios with a focus on achieving clients' objectives. Merrill Personal Wealth Analysis™ is used to build customized plans centered on clients' goals and aspirations.
Plaza Apartments
The Plaza Apartments, located at 988 Howard Street in San Francisco, California, is a 9-story architectural "green building" in the SOMA District. This housing project is the first on the West Coast to obtain Silver Leed Certification, offering 106 studio apartments for homeless and disabled individuals. The building is constructed using recycled materials and energy-efficient systems, including a solar energy generation system on the roof. The studios feature private baths and kitchenettes, as well as a laundry lounge and a deck on the 9th floor. Residents have access to community and social services, including mental health services, case management, and on-site medical treatment funded by the San Francisco Department of Health Direct Access to Housing program. The Plaza Apartments also offer affordable and market-rate family rental housing, senior housing, cooperatives, and specialized program development. Services include acquisition and rehabilitation, historic preservation, new housing development, financial and syndication services, project planning, and feasibility analysis.
Ceatrice Polite Apartments
Ceatrice Polite Apartments, located at 321 Clementina Street in San Francisco, California, is a real estate agency managed by The John Stewart Company. Specializing in multi-family real estate development and property management, The John Stewart Company offers a wide range of services including professional property management, construction management, new project financing, and joint venture development partnerships. With over 1,400 employees and five offices across California, The John Stewart Company manages a portfolio of over 400 properties and more than 30,000 residential units, providing housing for over 100,000 California residents. Services offered by The John Stewart Company include affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up, specialized program development, common interest developments, acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis. With a full spectrum of housing services under one roof, Ceatrice Polite Apartments and The John Stewart Company are dedicated to providing high-quality housing solutions for residents in California.
Alice Griffith Apartments
Alice Griffith Apartments is a newly developed community located at 2500 Arelious Walker Drive in San Francisco, California. This community offers 337 affordable homes with up to five-bedroom units, including apartment-style and townhome-style units with secure parking areas. The development features a management and leasing office, multiple indoor and outdoor community spaces, a fitness center, play areas for children, and multiple laundry facilities. Located in San Francisco's Bayview area, Alice Griffith Apartments is surrounded by local amenities such as restaurants, schools (Bret Harte Elementary, KIPP Bayview Academy, Phillip and Sala Burton Academic High School), parks (Candlestick Point State Recreation Area & Gilman Park), and public transportation options.
Jackie Robinson Apartments
Jackie Robinson Apartments, located at 1340 Hudson Avenue in San Francisco, California, is a low-income housing community consisting of 130 units. This institution is subsidized by the federal government's HUD division, making it an affordable option for those in need of housing assistance. The demand for low-income housing is high, so there may be a waiting list for potential residents. In addition to providing affordable housing, Jackie Robinson Apartments also offers market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up services, specialized program development, and common interest developments. The institution specializes in acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis.
Hunters Point East West
Hunters Point East West is a multi-family RAD site located in the Bay View neighborhood of San Francisco, California. With 213 units, this institution offers affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up services, specialized program development, and common interest developments. Services provided by Hunters Point East West include acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis.
Shinsei Gardens
Shinsei Gardens is a housing institution located at 401 Willie Stargell Avenue in Alameda, California, United States. This institution offers affordable housing for households with incomes between 20% and 60% of the Area Median Income, including 12 units for persons with disabilities. Services for special needs residents are provided, and a resident services coordinator brings additional family and youth services to the property. The amenities at Shinsei Gardens include a community room, laundry rooms, an elevator, and assigned parking spaces. The building features green and energy-efficient design elements such as photo voltaics, sustainable flooring and countertops, drought-tolerant landscaping, water-conserving plumbing fixtures, and energy star appliances and lighting.
John Stewart Management Co
John Stewart Management Co is a reputable institution located at 3790 Wisconsin Street, Los Angeles, California, United States. We specialize in providing affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up, specialized program development, common interest developments. Our services also include acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, project planning and feasibility analysis. We are committed to providing high-quality housing options and services to our community. Please note that we consider qualified applicants with criminal histories in accordance with the San Francisco Fair Chance Ordinance.
Promise Life Insurance
Promise Life Insurance is a reputable insurance agency located at 38 Keyes Avenue in San Francisco, California, United States. We specialize in providing life insurance policies that offer peace of mind and financial security for our clients and their loved ones. Our experienced agents are dedicated to helping individuals and families find the right coverage to meet their needs and budget. At Promise Life Insurance, we are committed to delivering exceptional service and support to our customers, ensuring they have the protection they need for the future. Contact us today to learn more about our insurance options and how we can help you plan for tomorrow.
Merrill Lynch Private Wealth Advisor Joshua Fiedler
Merrill Lynch Private Wealth Advisor Joshua Fiedler is a finance institution located at 555 California Street in San Francisco, California, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. With a team of multigenerational family members, they understand the complexities of managing significant wealth for individuals and families across generations. The private wealth advisors at Merrill Private Wealth Management are trained to meet specialized needs with personalized service based on trust. John Shuhda, a co-founder and leader of The Shuhda Group within Merrill Private Wealth Management, works with ultra-affluent individuals, families, and institutions to develop integrated strategies for long-term goals. With experience in equity, fixed income, and foreign exchange markets, John focuses on portfolio strategy and has been recognized as one of the Top 100 Financial Advisors in America by Barron's. Raquel Austin, Senior Private Wealth Associate, provides practice management support and business analytics for the team.
Merrill Lynch Private Wealth Advisor John Shuhda
The Merrill Lynch Private Wealth Advisor John Shuhda, located at 555 California Street in San Francisco, California, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. With a focus on personalized attention and boutique-like service, the team at Merrill Private Wealth Management understands the complexities of managing wealth that spans generations. John Shuhda, a co-founder and leader of The Shuhda Group, brings extensive experience in investment management to his work with ultra-affluent individuals, families, and institutions. Recognized as one of the Top 100 Financial Advisors in America by Barron's, John and his team are dedicated to developing integrated strategies to advance long-term financial goals.
Bank of America Private Client Advisor Ryan C. Olson
Bank of America Private Client Advisor Ryan C. Olson is located at 555 California Street, San Francisco, California, United States. Ryan is a Senior Vice President who specializes in helping high net worth and ultra-high net worth families, executives, entrepreneurs, and individuals manage their financial lives. With nearly 20 years of experience, Ryan works closely with multiple generations of families to develop integrated wealth strategies tailored to their specific needs and goals. He leads a team of specialists who provide a range of financial services, including investment management, credit and banking, trust and estate planning, and wealth transfer. Ryan is passionate about philanthropy and advises clients on impactful giving strategies. He is dedicated to financial education, empowerment, and next-generation stewardship, and volunteers with non-profits focused on promoting financial awareness. Ryan holds a B.A. from Doane University and an M.B.A. from Saint Mary’s College of California. He resides in Moraga with his wife and children and enjoys traveling, golfing, and reading in his spare time.
Merrill Lynch Private Wealth Advisor John B Myers
Merrill Lynch Private Wealth Advisor John B Myers is located at 555 California Street in San Francisco, California, United States. This finance institution offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. The team at Merrill Lynch is committed to providing exceptional service and support to clients with complex wealth management needs. Their private wealth advisors are rigorously trained to meet specialized needs with personalized service and trust-based relationships. Clients have access to services typically reserved for large institutions, with a focus on goals-based wealth management strategies tailored to individual needs.
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