Nexxo Financial

AWR Investment Management LLC, located in San Rafael, CA, is led by managing member and Chief Investment Officer Andrew Ryan. With a background that includes serving as the Chief Financial Officer for Wells Fargo's institutional division, Ryan brings extensive experience to his role as a Senior Investment Advisor with Heffernan Investment Services. The firm emphasizes personalized service, inviting clients to discuss their financial needs in person or over the phone. AWR Investment Management is dedicated to addressing client questions and providing tailored investment strategies. Generated from the website

Private Ocean, based in San Rafael, CA, provides a range of financial services tailored to meet the needs of individuals, families, executives, business owners, and charitable investors. Their offerings include financial planning, investment strategies, and family office services designed to help clients achieve their financial goals. The firm is committed to a philosophy of inclusivity and recognizes the diverse needs of various investor profiles, including women investors and endowments. With multiple office locations across the United States, Private Ocean emphasizes personalized client engagement and innovative investment approaches. Generated from the website