About the Central Bay Area Team
The Central Bay Area Team, based in Montclair and Larkspur, offers financial planning and investment strategies crafted toward each client’s goals and risk tolerance. We assist clients in identifying financial issues and developing prudent strategies to address them, collaborating with appropriate professionals when needed. Specializing in supporting those who have lost family members, as well as business owners in transition, we aim to help clients achieve and maintain financial independence, to and through retirement. We believe our clients appreciate our commitment to high-quality communication and service — we under-promise and over-deliver. If you’re ready for a financial review, reach out and schedule an introductory meeting to learn how we can help.
Larkspur Advisory Team
Larkspur Client Service Team
Montclair Village Advisory Team
Montclair Village Client Service Team
Folsom Advisory Team
Folsom Client Service Team
Resources from our team
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Team locations
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.