D J Global Investments

Dean's Investment Group LLC is a financial services firm based in San Ramon, CA, specializing in investment management and advisory services for individual and institutional clients. With a focus on personalized strategies and prudent risk management, Dean's Investment Group LLC aims to help clients achieve their financial goals through tailored investment solutions and expert guidance. Generated from their business information

Alcosta Capital Management, Inc. is a Registered Investment Advisor based in San Ramon, CA, offering tailored solutions to serious investors seeking to achieve their financial goals. With a focus on investment discipline, their approach begins with a casual conversation to establish a personal connection and shared viewpoint, before delving into specific strategies to address each client's unique financial situation and objectives. With a belief that the four most dangerous words in investing are "This time it's different," Alcosta Capital Management emphasizes a prudent and disciplined approach to investment management. Their discovery process is cost-free and obligation-free, allowing clients to explore potential solutions without any pressure or commitment. As a trusted partner, Alcosta Capital Management strives to provide tailored financial solutions that align with each client's individual needs and aspirations.Generated from the website

John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning. Prior to joining Robertson Stephens, John was CEO of LFS Wealth Advisors, a SEC registered investment advisor headquartered in San Ramon, CA. John’s team also served his Bay Area clients from an additional office location in Burlingame, CA. John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. He received his B.Sc., (Accounting) from California State University, Fresno, and Master of Science in Taxation from Golden Gate University. John is a public speaker on financial topics and has authored numerous financial books and booklets, including Winning the Retirement Race Between Time and Money; What Should I Do Before Anything Happens to Me; Suddenly Single; IRA Survival Guide After the SECURE Act, and more. John is a firm believer in financial literacy. He was a co-chair of the California Society of CPA’s Financial Literacy Committee. He also founded Financial Aptitude Training (FiAT™), a Sec. 501(c)(3) non-profit organization teaching financial literacy to adults and teens in underserved communities. John enjoys reading, playing with his pets, and music. He lives with his wife in Danville, CA.