Quin Oaks Investment Group

Encompassing two generations of wealth advisors, we work to structure, implement and manage wealth for sophisticated ultra-high net worth investors, their families, and charitable endeavors.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orinda, CA area, Alexander Binnie will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Jeffrey M. Stark, MBA, CFP is an Financial Advisor with LPL Financial in Lafayette, California. He is a CERTIFIED FINANCIAL PLANNERTM professional and has been helping clients with money matters for over 42 years. As a fiduciary, he always acts with his client's best interest in mind.