Embarcadero Financial Group is an independent Registered Investment Advisor (RIA) firm based in San Francisco, California. Operating as a fiduciary, the company is committed to providing objective financial guidance tailored to the unique needs of its clients. Its core services include holistic financial planning, investment management, and insurance planning. The firm emphasizes a client-centric approach, building long-term relationships to help individuals and families achieve their financial goals, from wealth accumulation to retirement and estate planning.

Founded in

United States