My purpose stems from my mother who dedicated her life to nursing and helping others, and my drive comes from my father who taught me perseverance and hard work. When I learned late in my mom's retirement years that she wasn't receiving proper care for her financial well-being, it struck a chord. I realized she was likely not alone, and I was driven to apply my 35 years of business success to help others with their financial goals. I also experienced first-hand the complications of end-of-life care and estate settlement, and the difficult decisions that can interfere with grief. This experience, and the desire to honor my parents, fuel my purpose to make a positive difference in people's lives.
I believe it's important to invest my time in understanding your situation, and what you're working toward, before you invest your money. It's a simple but proven process that starts with listening to what's most important to you and identifying goals, then applying a personalized strategy to help you get and stay on track. It's a partnership that's built on mutual trust.
We focus on individual wealth strategies and employer sponsored retirement plans, balancing the needs of business owners and their employees. I am a 4th generation Alamedan with a successful 35-year career in business, and am proud to live and work where I grew up. I love travel, biking, music and spending time with Becki, my wife of 30 years, and our three children. Lisa, my multilingual office partner, also lives in Alameda and provides exceptional service to our clients.
ARE WE THE RIGHT FIT FOR YOU?
We combine the vast resources of a Fortune 300 firm with old-school dedicated service. Every day, we strive to: treat every person with kindness, be attentive to others' needs and show people that we care. If you're at a point in your life when a DIY approach is not for you, or would like another opinion on your financial situation, we're here to help.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Portfolio Reviews
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Office Address1336 Park St Ste D
Alameda, CA 94501 opens in a new window
Phone NumberKirk Cowan at (510) 748-0165
|Mon||09:00AM - 06:00PM|
|Tue||09:00AM - 06:00PM|
|Wed||09:00AM - 06:00PM|
|Thu||09:00AM - 06:00PM|
|Fri||09:00AM - 06:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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