Stumpf Capital Management LLC

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

Rice Financial Group, based in Burlingame, CA, specializes in life insurance, financial services, and retirement planning. Their team of professionals at World Financial Group (WFG) is dedicated to creating personalized strategies tailored to each client's specific needs. With over 20 years of experience, as a Transamerica company, Rice Financial Group has assisted millions of individuals and families in achieving financial security through life insurance, retirement plans, and wealth-building strategies. Their independent agents at World Financial Group Insurance Agency are committed to educating clients and guiding them towards financial goals. Rice Financial Group offers tailored insurance coverage options to safeguard clients' assets and investments, helping them protect their loved ones and create a secure financial future. Their comprehensive product portfolio includes well-known and highly-rated insurance and financial services providers to prepare clients for life's uncertainties. Generated from the website content

Nipun Capital LLC is a financial firm based in Foster City, CA, specializing in investment management and advisory services. With a strong track record and a client-centric approach, they offer comprehensive solutions tailored to meet the unique needs of their clients. As a leader in the industry, Nipun Capital is committed to delivering exceptional results and maintaining the highest level of professionalism. Their team of experts combines extensive market knowledge with innovative strategies to help clients achieve their financial goals.Generated from the website