Guy Ben Ari, Financial Advisor

FINANCIAL ADVISOR
Guy Ben Ari

CFP®, AAMS™, CRPS™
1050 Marina Village Parkway, Suite 100, Alameda, CA 94501opens in a new window
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Employee Stock Options
  • Sustainable investing
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Volunteering
  • Scuba Diving
  • Surfing
  • Mountain Biking
  • Traveling

Team Members

  • Glory Thomason
    Sr. Branch Office Administrator
  • Athena Paschal
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(510) 522-2009

Fax

(866) 462-1850

Office Address

1050 Marina Village Parkway
Suite 100
Alameda, CA 94501opens in a new window

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