Lucia Andrews & Co

Andrews Lucia & Co is a financial advisory firm located in San Mateo, California, specializing in enhancing, protecting, transferring, and donating wealth. With a focus on client-centered services and a philosophy built on trust and expertise, the firm aims to provide tailored solutions for individual investment portfolios. The company is committed to guiding clients through the complexities of wealth management while offering complimentary portfolio reviews for those seeking a second opinion. With additional offices in Danville, California, Andrews Lucia & Co strives to support clients in achieving their long-term financial goals. Generated from the website

Fund Mojo, located in San Mateo, CA, provides financial intelligence and investment strategies aimed at empowering individual investors. The company offers insights on a range of topics including cryptocurrency, market trends, asset allocation, and diversification strategies. Through a series of well-researched blog posts, Fund Mojo addresses contemporary issues in investment, such as the impact of fiscal responses and the significance of technology-related growth opportunities. Their content is designed to inform and educate investors about the complexities of the financial landscape while encouraging informed decision-making. Generated from the website

Bluepointe Ventures Techfund is a wealth management firm based in San Mateo, CA, offering a comprehensive four-phase solution to meet clients' financial goals and objectives, including investment planning, wealth management, estate planning, and progress reviews. The firm supports a diverse range of clients, including thriving entrepreneurs, VC private equity professionals, executives, family offices, and stewards of family wealth, providing tailored services to preserve and amplify their financial success and legacy.Generated from the website