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.

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

Irvine Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Irvine office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Lafayette Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Lafayette office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Los Altos Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Los Altos office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Los Angeles Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Los Angeles office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Montgomery Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our San Francisco office is located downtown with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

North Bay Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our North Bay office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Orange County Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Orange County office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Pasadena Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Pasadena office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

San Francisco Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our San Francisco office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Silicon Valley Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Silicon Valley office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Meet Our California Colleagues

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Partner & Chief People Officer

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Partner & Chief Digital Officer

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Partner & Chief Client Officer

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Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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Jonathan Taylor

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By clicking “Submit”, 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.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.