1 month ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
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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
Vice President,
Financial Advisor
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
1 month ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
Resources
5 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Resources
5 months ago
America Has Voted
It’s early the morning of November 4, the day after...
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