Which Financial Advisor Should You Choose in San Rafael, CA?

SFS provides data management, compliance, and sales intelligence solutions for financial institutions. Our platforms clean and analyze sales and asset data, optimize CRM systems, and offer mobile tools for territory management. With expertise in advisor databases and regulatory compliance, we serve asset management firms managing $3 trillion in combined assets.

Stonebridge Financial Group provides comprehensive corporate and private wealth management services in San Rafael, CA. We specialize in retirement planning, financial strategies, and special needs planning, creating personalized solutions for clients at every life stage. Our team of certified professionals combines expertise with compassionate service to ensure long-term financial security for individuals and businesses.

Spectrum Financial Management provides integrated tax, wealth management, and financial planning services. We create personalized investment strategies to maximize opportunities while managing risks and minimizing taxes. Our client-focused approach combines decades of expertise with transparent, goal-oriented financial solutions.

Modula4 provides comprehensive digital asset management solutions, including DAM system implementation, cloud hosting, technical support, and migration services. We specialize in transitioning organizations from legacy systems like Canto Cumulus to modern platforms such as NetX. Our proprietary tools enhance DAM functionality with AI-powered auto-tagging, visual search capabilities, and secure content delivery.

Attune Financial Planning provides holistic wealth management services for high-net-worth individuals in Marin County and the Bay Area. Specializing in financial planning, investment management, and tax strategies, we help clients navigate complex financial decisions through all life stages. Our fiduciary approach ensures personalized solutions that align with clients' goals and values.

Rasonsky Financial Services provides expert tax preparation and fiduciary services for individuals, businesses, trusts, and estates. Since 1965, weve prioritized client education and audit prevention through personalized consultations and cutting-edge tax software. Our team of IRS-enrolled agents delivers year-round support to Marin and Sonoma County residents.

Stewart Wealth Management offers expert financial advisory services specializing in ETF strategies, private real estate investments, and tax-efficient portfolio management. Our firm builds diversified, goal-oriented portfolios designed to minimize volatility and maximize long-term returns for high-net-worth clients. With over 15 years of institutional partnerships and a fiduciary fee structure, we deliver personalized investment solutions tailored to individual financial objectives.

Pinnacle Retirement & Financial Planning is a registered investment advisory firm specializing in comprehensive financial planning and personalized investment management. Since 1996, we have served individuals and families in the San Francisco Bay Area, offering expertise in retirement transition, legacy planning, and wealth management. Our client-centered approach combines financial expertise with life planning principles to deliver tailored solutions.

Defined Financial Planning provides customized financial advisory services in San Rafael, CA. We specialize in investment management and comprehensive financial planning using a unique, sailboat-inspired methodology. Our relationship-centered approach focuses on creating personalized strategies that evolve with clients' changing life circumstances.

Shira Group provides tailored wealth management strategies for households with investments over $1 million. We specialize in fiduciary financial planning, retirement strategies, and portfolio management using low-cost index funds and ETFs. Our approach combines personalized guidance with active asset allocation to balance present needs and future security.