3 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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2010 Crow Canyon Pl
#210
San Ramon,
CA
94583
Phone: 925.648.4730
Mon–Fri, 8:00 am–5:00 pm
Wealth Management
Our Team
CAPTRUST’s San Ramon-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. Our skilled advisors are experienced in individualized and custom planning that encompasses insurance needs, retirement, inheritance, risk management, and tax and estate considerations.
Lyle Brandt
Financial Advisor
Andrew Costello, CFP®
Consultant,
Relationship Management
Rosanne Costello
Senior Vice President,
Financial Advisor
Dave Fernandez, CFA®, CFP®
Vice President,
Financial Advisor
Ted Lew, CFP®
Vice President,
Financial Advisor
Mark Miller
Principal,
Financial Advisor
News & Resources
Resources
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
10 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Resources
11 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
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