Shum Financial Group

D. A. Flowers Company LLC is a comprehensive financial planning and investment management firm based in Berkeley, CA, that operates on a fee-only basis. Established in 2009, the company serves families and individuals by providing tailored financial solutions that address short, medium, and long-term goals. The firm's investment management services emphasize the prudent allocation of financial resources, ensuring clients' portfolios are designed and managed for optimal success and security. As an independent Registered Investment Advisor (RIA), D. A. Flowers Company prioritizes aligning its services with clients' aspirations without the influence of commissions or product sales. Generated from the website

Simon Equity Partners is a San Francisco-based investment firm located in Larkspur, CA. With a focus on equity investments, the company operates out of 801 Larkspur Landing Circle, providing strategic financial solutions to clients in the United States. As a trusted partner, Simon Equity Partners offers expertise in investment management and aims to deliver optimal returns for their clients. With a strong presence in the industry, the firm is committed to providing innovative solutions and maintaining long-term relationships with their diverse portfolio of clients.Generated from the website