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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.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

Meet Your Larkspur Financial Advisory Team

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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
Financial Advisor

Location and Contact Details

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Address

700 Larkspur Landing Circle
Suite 165
Larkspur, CA
Hours: 8am - 5pm, M-F

Services

Our Larkspur Team is ready to serve you with expert guidance on:

  • Retirement & Financial Planning
  • Investment Management
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

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11/26/2024

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11/22/2024

How to Achieve a Fulfilling Retirement

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