Ameriprise Financial Services, Inc./Porter, Ritchie and Associates
(415) 743-9886 • ameripriseadvisors.com/mark.a.porter
With more than 16 years experience in wealth management, financial planning and investments, Mark Porter brings that experience to your unique situation. He takes the time to get to know you and what’s really important to you. With expertise in many areas, some of his specialties include women’s financial strategies, financial strategies for LGBTQ couples and families, tax planning strategies and retirement plan distribution.
Guy Ben Ari
(510) 522-2009 • edwardjones.com/guy-benari
In Alameda, Guy Ben Ari, an Israeli-born certified financial planner with Edward Jones, works with clients and their CPAs, attorneys and other professionals to determine the best financial strategy. “My passion is helping my clients achieve their financial goals by listening to their needs, putting service and relationship first.”
(650) 697-3013 • elmadvisors.com
In Burlingame, financial planners ELM Advisors serves clients of all ages but with “a particular focus and expertise on working with folks who are either nearing or are currently in retirement,” says Elana Lieberman, a company principal. The financial planners help clients to set financial goals and facilitate legacy planning.
(415) 399-9100 • capitaltrustadvisors.com
David Gould began his investment advisory practice in 1992 following the sale of his successful distribution business. He began a partnership in 2016 with John Goldberg who also ascribes to his philosophy of not selling commission products and operating on the fiduciary standard.