Chown, Barbara

Abunda Financial LLC, located in Larkspur, CA, specializes in comprehensive financial planning and wealth management services. They offer a range of solutions, including investment management, tax services, and personalized financial advisory tailored to meet the unique needs of their clients. The firm employs a holistic approach to financial planning, combining portfolio management with tailored advice and tax analysis. With a focus on educating clients through personal finance courses, Abunda Financial aims to empower individuals and businesses to achieve their financial goals effectively. Generated from the website

Litman Gregory Asset Management is a nationally recognized boutique wealth management firm based in Larkspur, CA, with over three decades of experience in helping clients achieve their financial goals. The firm specializes in providing a full range of wealth planning strategies and investment expertise for individuals, families, and nonprofit organizations. As a fiduciary partner, Litman Gregory is dedicated to understanding the unique visions of its clients and supporting their long-term success through tailored investment policies and strategic planning. The firm's commitment to transparency, disciplined investment approaches, and a client-driven relationship model sets it apart in the wealth management industry. Generated from the website