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San Rafael Asset Management

Your financial life. It’s a marathon, not a sprint.

Wherever you are on your life’s journey, we are ready to partner with you. Helping you build and enjoy the life you want is our focus, and we pride ourselves on the strength of the relationships we build with our clients and our team.

Like you, we are parents, siblings, spouses, friends, and community members so we understand the challenges you face. Whether you’re preparing to send your children off to college, looking to retire, going through a divorce, starting – or selling – your business, we are here beside you, every step of the way.

Wealthspire employees San Rafael, California.

Wealthspire San Rafael

100 Smith Ranch Road, Suite 300
San Rafael, CA 94903

(415) 526-2900

SFBT Corporate Philanthropy Awards 2024
North Bay Business Journal best places to work.
San Francisco Business Times best places to work.

Get in Touch Today

Financial Guidance to Help You Make Sound Decisions

Are you navigating a major life or professional change, like selling a business, shifting careers, or handling complex compensation? Have you recently experienced a loss, such as through divorce or the passing of a loved one? We all experience transitions in life and we are here to guide you with clarity and expertise. Wealthspire’s advisors offer you a single point of guidance for identifying, refining, and pursuing your ideal financial strategies and path. Our proactive approach helps you see around the corner before you do, ensuring your wealth management is always one step ahead.

Our Services Include:

  • Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
  • Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
  • Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
  • Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
  • Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family

In the Community

Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.

  • Alzheimer’s Foundation of America
  • American Cancer Society
  • American Red Cross
  • Amigos de las America Peninsula Chapter
  • Bay Area Rescue
  • BLX
  • Canal Alliance
  • CFP Board of Standards
  • China Camp
  • Cristo Rey
  • Doctors without Borders
  • Foundation For Financial Planning
  • Humane Society US (HSUS)
  • Marin Humane Society
  • Marin Museum of Contemporary Art
  • Marine Mammal Center
  • Maui Food Bank
  • Maui Humane Society
  • Petaluma River Park Foundation
  • Pleasant Valley Elementary PTA
  • Resilient Neighborhoods
  • Resource Area for Teaching (RAFT)
  • San Francisco Marin Food Bank
  • San Francisco SPCA Development Department
  • St. Anthony’s
  • Tribe Rising India
  • UCSF Foundation

Our San Rafael Team

Kwame Baffo-Gyan
Kwame Baffo-Gyan

Associate, Data Operations

Bill Bockwoldt, MBA, CFP®, CEPA®
Bill Bockwoldt, MBA, CFP®, CEPA®

Managing Director, Bay Area Office Lead

Petra Braaksma
Petra Braaksma

Senior Client Service Specialist

Diane Cauchois
Diane Cauchois

Assistant Vice President, Investments

Rudolph Cervetto
Rudolph Cervetto

Office Coordinator

Karolina Chernyak, FPQP™, AAMS®
Karolina Chernyak, FPQP™, AAMS®

Senior Client Service Specialist

Rokhand Collins
Rokhand Collins

Client Service Specialist

Tim Curley
Tim Curley

Vice President, Investments

Justin deTray, CFP®
Justin deTray, CFP®

Managing Director

Frederick Dopfel, Ph.D.
Frederick Dopfel, Ph.D.

Strategic Advisor, Investment Committee

Kristin Economou
Kristin Economou

Client Service Specialist

Greg Friedman, MS
Greg Friedman, MS

Senior Strategic Advisor

Tierney Henderson
Tierney Henderson

Senior Advisor Associate

Sean Heyman
Sean Heyman

Client Service Specialist

Kadeidra Honey-Brooks, J.D.
Kadeidra Honey-Brooks, J.D.

Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning

Justin Hult, CFA®
Justin Hult, CFA®

SVP, Head of Trading, Portfolio Management, and Risk Management

Carolyn Jerome
Carolyn Jerome

Director, Human Resources

M. Zach Mangels, MSFP, CFP®
M. Zach Mangels, MSFP, CFP®

Senior Vice President

Ryan Moore, CFP®
Ryan Moore, CFP®

Senior Advisor Associate

Marla Mulligan
Marla Mulligan

Office Manager

Chloe Rebuffel
Chloe Rebuffel

Senior Marketing Coordinator, West Region

Mike Sbrocco
Mike Sbrocco

Managing Director, West Region Leader

Sheila Schroeder
Sheila Schroeder

Consultant, Regional Head of Business Development

Dave Scuitto
Dave Scuitto

Senior Client Service Specialist

Paul Sturm
Paul Sturm

Director, IT

Tim Talbott, CFP®
Tim Talbott, CFP®

Senior Advisor Associate

John Thiel, MBA, CFP®
John Thiel, MBA, CFP®

Assistant Vice President

Suzanne Williamson
Suzanne Williamson

Senior Vice President

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