Pezick Bill, Certified Financial Planner & Enrolled Agent

Abunda Financial LLC, located in Larkspur, CA, specializes in comprehensive financial planning and wealth management services. They offer a range of solutions, including investment management, tax services, and personalized financial advisory tailored to meet the unique needs of their clients. The firm employs a holistic approach to financial planning, combining portfolio management with tailored advice and tax analysis. With a focus on educating clients through personal finance courses, Abunda Financial aims to empower individuals and businesses to achieve their financial goals effectively. Generated from the website

Robertson Stephens is a boutique wealth management firm based in San Mateo, CA, offering comprehensive solutions for entrepreneurs, business owners, executives, family offices, and institutions. They pride themselves on values of integrity, collaboration, innovation, and transparency, providing independent, unbiased advice and institutional quality investments within a fiduciary relationship. Driven by innovation, Robertson Stephens aims to transform the wealth management experience by delivering personalized planning, investment, and technology solutions to ensure long-term financial success for their clients. With a focus on reinventing wealth, they cater to diverse perspectives on wealth accumulation, preservation, and distribution. Generated from the website

Palma Financial Services, Inc. – A Dublin CPA Firm At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for individuals and closely held businesses. We are not only an Accounting and Dublin CPA, but a full tax and financial planning firm backed by a certified ...