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Lafayette Office

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

Contact Lafayette Office
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M-F 8:00 AM - 5:00 PM

Contact Lafayette Office

3595 Mount Diablo Blvd, Suite 300 Lafayette, CA 94549


M-F 8:00 AM - 5:00 PM

We Know Lafayette

Lafayette is one of the Bay Area’s most sought-after communities, attracting professionals, executives, and established families who appreciate its exceptional schools, natural surroundings, and proximity to San Francisco and the greater East Bay employment corridor. Our team understands the financial complexity common among Lafayette residents; from California tax planning and real estate considerations to equity compensation, retirement transitions, and multi-generational wealth transfer. Our Lafayette financial advisors provide skilled, locally grounded guidance informed by deep familiarity with this distinctive community.


Wealth Management Services in Lafayette

Our Lafayette financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.

Contact Lafayette Office

Our Team of Financial Advisors in Lafayette

Our Lafayette team acts as fiduciaries on behalf of every client, drawing on Cerity Partners’ national resources and specialized knowledge to deliver coordinated, comprehensive financial planning.

Meet Our Full Lafayette Team

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Additional Nearby Offices

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

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