We are a comprehensive financial advisory firm serving the South Bay Area. We help individuals, families, and business owners save, grow, protect, and enjoy their money through thoughtful, goal-driven financial planning. Our services include holistic financial planning and guidance across major financial decisions such as cash flow and budgeting analysis, debt and student loan reduction strategies, career and job-change financial planning, major financial decision support, real estate purchase and sale analysis, investment and asset management, retirement planning and IRA rollovers, education funding strategies, estate and legacy planning coordination, tax projections, tax strategies, and tax-efficient investing. We also provide risk management and insurance solutions including life, health, disability, long-term care, key person coverage, and insurance policy reviews. Additional services include company benefits and executive compensation review, qualified and non-qualified retirement plans such as 401(k), 403(b), 457, defined benefit and defined contribution plans, deferred compensation strategies, business and wealth strategies, alternative investments, and self-funded pension plans. We take an objective, personalized approach to help clients make confident financial decisions and build long-term financial security.

Website: essencewealth.com

Phone: (650) 996-0924