Offices:

Our California Offices

We are steadfast in our belief that financial advice should be driven by goals, not investment products. We listen, learn, then advise.

Working as one, our colleagues utilize advanced planning techniques and investment strategies to help high-net-worth families, businesses, and nonprofit organizations mitigate risk, achieve better outcomes, and ease their administrative responsibilities.

In addition to providing comprehensive wealth management services, we also partner with leading corporations to help launch, manage, and optimize their venture capital programs, combining deep industry insight with practical guidance to support innovation and long-term success.

We have vast experience in tax planning and preparation, nonqualified and qualified retirement plans, executive financial counseling, comprehensive wealth management, and much more.

Not from California? Our advisors are not bound by geography. We work with clients across the country.

 

Avila Beach Office

6621 Bay Laurel Place

Avila Beach, CA 93424

Our Avila Beach office provides wealth management services that combine sophisticated strategies with personalized guidance to help you achieve your financial goals.
Learn More

Century City Office

1800 Avenue of the Stars, Suite 750

Los Angeles, CA 90067

Cerity Partners' Century City office serves corporations, business owners, individuals, and families across Southern California and beyond. In addition to innovative corporate venture capital solutions, Venture Capital as a Service, and startup investment programs, the team provides integrated wealth management services, including financial planning, investment management, tax and estate planning, and family office solutions designed to help clients grow, protect, and preserve their wealth.
Learn More

El Segundo Office

101 North Pacific Coast Hwy
Suite 305
El Segundo, CA 90245
Our El Segundo wealth management office serves clients across the South Bay and greater Los Angeles area with nationally backed financial guidance tailored to each client's unique circumstances.
Learn More

El Segundo (Institutional Consulting) Office

300 N. Continental Blvd

Suite 525

El Segundo, CA 90245

Serving institutional investors across Southern California, Cerity Partners’ El Segundo office offers Institutional Consulting Practice services.
Learn More

Encino Office

16830 Ventura Blvd, Suite 400

Encino, CA 91436

Our Encino office provides comprehensive tax and advisory services for family offices, business leaders, and individuals with complex planning needs.
Learn More

Greenbrae Office

300 Drakes Landing Road

Greenbrae, CA 94904

Our Greenbrae wealth management office serves clients throughout Marin County with the personalized attention of a local team and the full capabilities of a leading national firm.
Learn More

Lafayette Office

3595 Mount Diablo Blvd, Suite 300

Lafayette, CA 94549
Our Lafayette office serves every client as a fiduciary, combining specialized experience with Cerity Partners' full national capabilities to provide thoughtful, integrated financial guidance.
Learn More

Los Angeles Office

601 South Figueroa Street #2000

Los Angeles, CA 90017
Our Los Angeles office delivers wealth management services combining sophisticated strategies with personalized guidance tailored to your financial objectives.
Learn More

North Bay Office

100 Shoreline Highway, Suite B-101

Mill Valley, CA 94941

Our Mill Valley wealth management office combines national firm resources with personalized service focused on your financial goals.
Learn More

Orange County Office

18881 Von Karman Avenue, Suite 950

Irvine, CA 92612

Our Irvine office provides wealth management services that combine national resources with personalized attention, designed to help you achieve your financial goals.
Learn More

Pasadena Office

301 East Colorado Blvd., Suite 830

Pasadena, CA 91101
Our Pasadena office delivers wealth management services that blend national resources with personalized attention, designed to help you achieve your financial goals.
Learn More

San Diego Office

600 West Broadway

Suite 2625

San Diego, CA 92101

Our San Diego wealth management practice blends national firm capabilities with personalized service focused on your financial success.
Learn More

San Diego (La Jolla) Office

4350 Executive Drive

Suite 215

San Diego, CA 92121

Our San Diego office provides wealth management services combining national resources with personalized attention focused on your financial success.
Learn More

San Francisco Office

345 California Street

San Francisco, CA 94104

Our San Francisco office delivers wealth management services combining national resources with personalized guidance tailored to your financial objectives.
Learn More

San Francisco (Cerity Partners Ventures) Office

433 California St, Suite 1010

San Francisco, CA 94104

Our San Francisco venture capital practice specializes in corporate innovation. We assist innovative companies–industry incumbents and startups–to help drive growth and mutual value. Contact us to explore opportunities.
Learn More

San Francisco (Institutional Consulting) Office

655 Montgomery Street,

Suite 1190

San Francisco, California 94111
Serving institutional investors across Northern California, Cerity Partners’ San Francisco office offers Institutional Consulting Practice services.
Learn More

Santa Barbara Office

1435 Anacapa Street

Santa Barbara, CA 93101

Our Santa Barbara wealth management office combines the resources of a national firm with personalized service to help you achieve your financial goals.
Learn More

Silicon Valley (Redwood City) Office

203 Redwood Shores Parkway

Redwood City, CA 94065

Our Redwood City wealth management office combines national firm capabilities with personalized service focused on your financial goals and success.
Learn More

Silicon Valley (San Jose) Office

550 S. Winchester Boulevard, Suite 350

San Jose, CA 95128
Our San Jose wealth management office combines national firm capabilities with personalized service designed to help you achieve your financial aspirations.
Learn More

Sonoma Office

651 1st St W

Suite C

Sonoma, CA 95476

Our Sonoma wealth management practice combines national firm capabilities with personalized local service tailored to your financial goals.
Learn More

Torrance Office

21515 Hawthorne Blvd,
Suite 820
Torrance, CA 90503
Our Torrance wealth management office serves clients across the greater Los Angeles area with nationally backed financial guidance tailored to each client’s unique circumstances.
Learn More

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.