Partner & Wealth Manager at Neumann Capital Management, LLC - Foster City, California, United States
Neumann Capital Management, LLC is a well-established and growing wealth management firm, providing investment management and financial planning to high-net-worth families since 1990. We have a dynamic and collaborative team culture dedicated to the financial success of our clients. As a small independent, fee-only firm, we are committed to helping our clients achieve peace of mind by providing them with the highest level of personalized service. We value innovation and continuous learning. We encourage an open and honest exchange of ideas amongst ourselves and with our clients. For our own health and well-being, we value an appropriate "work/life" balance.