Call Send Me a Message
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Business Retirement Plans
- Socially Conscious Investing
- Charitable Giving
Personal Interests
- Social Responsibility
- Real Estate
- Dancing
- Sailing
- Art & Theater
Contact Me
Contact Me
Office Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 10:00AM - 07:00PM |
| Monday | 10:00AM - 07:00PM |
| Tue | 10:00AM - 07:00PM |
| Tuesday | 10:00AM - 07:00PM |
| Wed | 02:30PM - 06:00PM |
| Wednesday | 02:30PM - 06:00PM |
| Thu | 09:00AM - 07:00PM |
| Thursday | 09:00AM - 07:00PM |
| Fri | 01:00PM - 05:00PM |
| Friday | 01:00PM - 05:00PM |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 10:00AM - 07:00PM |
| Monday | 10:00AM - 07:00PM |
| Tue | 10:00AM - 07:00PM |
| Tuesday | 10:00AM - 07:00PM |
| Wed | 02:30PM - 06:00PM |
| Wednesday | 02:30PM - 06:00PM |
| Thu | 09:00AM - 07:00PM |
| Thursday | 09:00AM - 07:00PM |
| Fri | 01:00PM - 05:00PM |
| Friday | 01:00PM - 05:00PM |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Fax
(844) 778-9790Branch Team
- Amanda Shreve
- Branch Office Administrator
Branch Team
Office Address
400 Evelyn Ave Suite 228Albany, CA 94706opens in a new window
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More