Find a Financial Advisor in Larkspur, 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.



Lifestyle2
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
Ranked Top 15 Barron’s Top 100 RIA Firms1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Larkspur Financial Advisory Team

 

Meet Stephanie! She and our Larkspur, California, team have been loyally serving the northern San Francisco Bay area for more than 20 years. With a deep understanding of the Bay’s dynamic financial landscape, this fiduciary financial advisor team takes pride in helping you navigate the complexities of financial planning - no matter if you're looking to optimize your investment strategy, plan for a secure retirement, or explore tax-saving opportunities.

Visit our Larkspur financial planners just off 101 to experience the difference that comes with working with a team who truly prioritizes your financial well-being.

Stephanie Motzkus
Stephanie Motzkus Financial Advisor CFP®, AAMS®
Larkspur, CA Read bio
Larkspur

 

700 Larkspur Landing Circle
Suite 165
Larkspur, CA 94939

Hours:
8am - 5pm, M-F

(415) 346-2221

 

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