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Danville, California Area

We proudly serve clients throughout Danville and the surrounding San Ramon Valley, including Alamo, Blackhawk, San Ramon, Diablo, and nearby East Bay communities.

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Danville office

3800 Blackhawk Road, Suite 100
Danville, CA 94506
Phone: 925-648-3660

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Danville, California-area clients bring retirement, investments, taxes, estate planning, business needs, and workplace benefits together through one relationship, supported by the resources of our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Danville

Financial advisors serving the Danville area

Whether you’re in Danville, elsewhere in the San Ramon Valley, or a neighboring East Bay community, our local financial professionals are committed to supporting your broader financial goals. We understand the planning considerations that can come with living and working in the Bay Area, from California taxes to complex compensation and retirement needs. Meet with us in person, virtually via Zoom, or through another convenient arrangement as we build a coordinated strategy around your priorities.

Ivan Smirnou
Ivan Smirnou

Senior Wealth Advisor
Jay Doraiswami
Jay Doraiswami

Senior Wealth Advisor
Mike Russell, CFP®, MBA, MSFP
Mike Russell, CFP®, MBA, MSFP

Wealth Advisor
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