Our experienced team offers a family office style approach to working with clients. We focus on serving select families, successful tech and biotech professionals and business owners addressing their sophisticated needs and ambitious goals. Over the past decade, our team helped create tailored wealth strategies for our clients as well as estate considerations and risk assessment. Working closely with clients' professional partners, CPAs and attorneys, we are helping our clients determine the most appropriate financial strategy for them and their families. We aim to help you achieve your financial goals, while bringing a level of customization and attention you are not likely to have ever encountered.
I am originally from Israel and have lived in Alameda, CA, for many years. I currently hold the CFP® designation, as well as the CRPS® and AAMS® designations. Since joining Edward Jones in 2009, I have been honored with the Pioneer Award (2010), served in many leadership roles and became a limited partner with the firm in 2018.
For many years, I have been serving the broader Bay Area community as a board member for the Peralta Colleges Foundation and Rotary. In addition, I am part of the MIT AgeLab PLAN panel and was selected to attend the 2020 Forbes "What's Ahead" Top Advisors Summit.
Our branch office support team consists of Tara Diaz, Cinthya Olson and Glory Thomason. All have many years of experience in the financial industry. Together, we are dedicated to providing you with the highest level of service and care possible. But we're not alone! Thousands of professionals and advanced technology support our office to ensure you receive the most current and timely guidance. Working together, we can help you develop a tailored strategy to help you achieve your goals.
When I am not at my office, I enjoy the outdoors, bike riding, scuba diving and surfing. Most importantly, I enjoy spending time with my wife, Edee, and my two daughters, Ella and Maya.
- Employee Stock Options
- Entrepreneurs & Business Owners
- Charitable Giving
- Intergenerational Planning
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Scuba Diving
- Mountain Biking
Office Address1050 Marina Village Parkway
Alameda, CA 94501
Phone NumberGuy Ben Ari at (510) 522-2009
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