Yerba Buena Financial Partners, LLC. Opens New Branch in San Ramon, CA

Share Article

Marilyn Suey to Lead Consultative Wealth Management and Retirement Plan Expansion

Yerba Buena Financial Partners, LLC , a boutique private wealth management firm headquartered in San Rafael, CA, has opened a new branch location in San Ramon, Ca. The new office, located at 2430 Camino Ramon Suite 103 San Ramon, CA. opened in January of this year.

“I am proud to see our firm expanding,” said Bruce Frankel, Managing Partner. “It has always been our mission to provide consultative wealth management and retirement plan guidance to our clients in the East Bay, where our new office is located. This expansion will allow us to more effectively assist our clients and their employees as they pursue their respective goals.”

The new branch will join the existing office located in Central San Rafael, at 1101 Fifth Avenue, Suite 310 San Rafael CA 94901.

“I am excited about this opportunity to grow the presence of Yerba Buena Financial Partners, LLC, within our local East Bay community and continue to build upon the firm’s tradition of excellence,” said Marilyn Suey, CFPTM, Professional Plan Consultant TM

About Yerba Buena Financial Partners, LLC
Yerba Buena Financial Partners, LLC is a private wealth management firm providing truly independent boutique service with a clearly defined dynamic process that seeks to grow and protect wealth. Based in San Rafael and San Ramon, CA. and with clients nationwide, we are dedicated to helping our select individuals, businesses, and non-profit clients make a greater impact on the people and causes they care about deeply.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Lorna Stegall

Marilyn Suey
Visit website