Financial Services - Oakland, CA, United States
We are a 36 year old small, independent, successful, locally owned firm comprised of CFP® Practitioners and professional associates furnishing a high level of service to our loyal clientele. Our office is at 6201 Medau Place, Suite 101, Oakland, CA 94611, in the Montclair Village Business District of Oakland. Our professional affiliation with a financially strong, large national company provides us with significant resources to better serve our clients. Our team of seven serves a limited number of client families.Registered Principal, Branch ManagerSecurities through Cetera Advisor Networks (CAN), LLC, Member FINRA & SIPC Advisory Services through Ginsburg Financial Advisors (GFA)CAN & GFA are separate companies
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