Founded in 1986, Stonecrest Financial Group, Inc. is an independent, fee-based financial planning and investment advisory firm. The company's mission is to help clients achieve their financial goals, particularly a secure retirement, through a proprietary process called the "Stonecrest Financial GPS". They focus on providing personalized strategies for investment management, retirement income planning, and wealth preservation for individuals and families primarily in Silicon Valley and the greater Bay Area.

Founded in

United States