About East Bay Financial Services

East Bay Financial Services is committed to providing sound, evidence-based investment solutions for advisors and financial planners nationwide.

East Bay Financial Services is a Registered Investment Advisor (RIA), which means we have a fiduciary duty to our clients – a fundamental obligation to provide prudent investment advice and always act in the clients’ best interests.

We are passionate about helping advisors and their clients achieve the best possible investment experiences and outcomes.  Throughout our years of industry experience, we have encountered many firms wishing to improve their investment processes, but simply didn’t have the resources.  We find that advisors simply don’t have time to evaluate every new investment opportunity, market environment, or situation.  This is where East Bay can help.

We collaborate with your team to create and manage strategies that work for you and your clients.  It is our mission to develop long-term strategic partnerships with like-minded advisors; let’s see how we can work together.