Stewart Preziose

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222 2nd St Ste 17
San Francisco, CA 94105
+1 (415) 795-9256
https://foundation.firstcitizens.com

Stewart Preziose is a Private Wealth Advisor based in San Francisco, CA, affiliated with First Citizens Wealth. With over 125 years of heritage, the firm specializes in providing customized financial planning and advice to clients in Northern California, particularly those involved in the innovation economy, such as founders, executives, investors, and entrepreneurs.

The team at Stewart Preziose focuses on understanding clients' unique visions and concerns, creating comprehensive personalized plans that integrate personal and business financial strategies. Their services encompass asset allocation, estate planning, investment planning, retirement planning, and tax planning, ensuring clients are well-equipped to navigate their financial futures.

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