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San Ramon_Blue

2010 Crow Canyon Pl #210
San Ramon, CA 94583

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Phone: 925.648.4730

Mon–Fri, 8:00 am–5:00 pm

Wealth Management

Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

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.

Advisor

Rosanne Costello

Senior Vice President,
Financial Advisor

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Advisor

Dave Fernandez, CFA®, CFP®

Vice President,
Financial Advisor

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San Ramon, CA

2010 Crow Canyon Pl
#210
San Ramon, CA 94583