Find a Financial Advisor in Lafayette, CA


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Lifestyle1
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Lafayette Financial Advisory Team


 

Say hello to Robert and Lori! Our team of fiduciary financial advisors in Lafayette, California, has nearly 80 collective years of industry experience and is dedicated to providing customized and comprehensive wealth management services to individuals and families throughout Northern California. They take pride in building strong, long-lasting relationships with their clients, and, as fiduciaries, you can rest easy knowing your best interests will be the top priority.

Stop by our Mt. Diablo Boulevard office to discover the high level of expertise and personalized attention our Lafayette financial planners offer. We look forward to meeting you!

Lori Sherman
Lori Sherman Partner Advisor CFP®
Lafayette, CA Read bio
Robert Gentry
Robert Gentry Partner Advisor CFA®
Lafayette, CA Read bio
Lafayette

 

3675 Mt. Diablo Blvd.
Suite 340
Lafayette, CA 94549

Hours:
8am - 5pm, M-F

(415) 421-4932

 

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