SFBay Financial, Inc. is an independent, fee-only Registered Investment Advisor (RIA) firm based in San Ramon, California. Operating as a fiduciary, the company provides comprehensive financial planning and wealth management services, including investment management, retirement planning, estate planning, and insurance analysis. Their mission is to offer objective, tailored financial advice to help clients achieve their long-term financial goals without the conflicts of interest associated with commission-based products.

Founded in

United States