East Bay Finance is a financial advisory firm based in Walnut Creek, California. As a Registered Investment Adviser (RIA), the company operates on a fee-only basis, focusing on providing personalized and comprehensive financial planning and investment management for individuals, families, and small business owners. Their mission is to help clients align their financial resources with their life goals through services that cover retirement planning, investment strategy, tax planning, and estate planning, all guided by a long-term, evidence-based investment philosophy.

Founded in

New Zealand