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Welcome to Embarcadero Financial Group

We are committed to helping our clients improve their long-term financial success.

The professionals at Embarcadero Financial Group partner with you to find workable and transparent solutions for your financial planning and investment management needs. For our business clients, we offer expertise in choosing and implementing corporate & employee benefits.

The decisions you face are unique to your situation. We can help you maximize your opportunities.

Individual Clients

Embarcadero Financial Group provides holistic planning, investment advisory and risk management services to corporate executives, entrepreneurs, business owners, and individuals.

Business Clients

Embarcadero Financial Group helps your business navigate the changing environment of corporate benefits and risk management. We can assist you in retaining both employees and earnings.

Our Team

Embarcadero Financial Group’s team of professionals stand ready address your questions. We listen to clients’ needs, goals and priorities. We then work with you to develop strategies.