History

 

Embarcadero Financial Group was built to assist clients with a more holistic approach to address and integrate the different aspects of their financial lives. Founded in 2002, EFG is comprised of seasoned and degreed professionals with strong backgrounds in financial planning, investments and risk management/insurance. 

Embarcadero Financial Group provides personalized review and analysis for each client’s situation.  As an RIA, we are not limited to “in house” products nor proprietary investments for putting our clients’ assets to work.  We use an “open architecture” that seeks to find to best strategy, product and solution available for each client’s needs.

With our insurance agency, we deliver clients a range of tools to manage their liabilities including life, long term care, and disability income, along with group benefits for small business clients.

Meet our Team