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Fairfield, CA

5140 Business Center Drive
Suite 105
Fairfield, CA
Hours: 8am - 5pm, M-F

Nearby Meeting Locations:  While our office is located in Fairfield, we have convenient meeting locations throughout the region, including in:  Campbell, Petaluma, Pleasanton, Marin, Newark, Redwood City, San Jose, San Mateo, Santa Rosa, and Walnut Creek.

About Our Fairfield Location

Serving the north Bay Area, including the entire Napa Valley, our Fairfield team has been providing straightforward retirement planning and investment management guidance since 1995. And, through all those years, our objective has always been to help you reach your financial goals. 

Interested in learning more about the Allworth way? Listen to Money Matters, our weekly, financial topic, call-in radio program via podcast at iTunes or Google Play. As one of the country’s longest-running financial topic shows, Allworth founders Scott Hanson and Pat McClain answer listener questions – from people just like you – about retirement, taxes, investing, and more. 

Interested in learning more? Conveniently located just off the Eisenhower Highway at Cordelia Junction, the team at our Fairfield office works with you to provide:

  • Retirement and Financial Planning
  • Investment Management
  • Tax Services
  • Estate Planning

Awards

Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1

Barron's Top 50 Independent Advisors in America (2019)4

Financial Times Top 300 Registered Investment Advisors (2019)

Meet Our Financial Advisory Team

Insights from Allworth Financial

The Milestones of May

From the very beginning, we’ve always wanted to simply help people. And 25 years later – thanks to the radio airwaves – we’re still able to do just that. Now, we find ourselves celebrating some big milestones.

Benchmarking Your 401(k) Funds

When was the last time you compared your plan to similar plans and reviewed participation, fees, and service providers? Let’s review 401(k) benchmarking and best practices!