San Rafael Asset Management

Wealthspire San Rafael

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

(415) 526-2900

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.

Financial Guidance to Help You Make Sound Decisions

Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.

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

San Rafael, California

GET IN TOUCH TODAY

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

Associate, Data Operations

Kwame is a Data Operations Associate based in San Rafael,...

Bill Bockwoldt, MBA, CFP®, CEPA®

Senior Vice President

Bill Bockwoldt is a Senior Vice President and Advisor in...

Petra Braaksma

Senior Client Service Specialist

Petra Braaksma is a Senior Client Service Specialist based in...

Steve Branton, CFP®, CPCC®

Senior Vice President

Steve’s mission is to serve clients as their key thought...

Diane Cauchois

Assistant Vice President, Investments

Diane Cauchois is an Assistant Vice President on the Investments...

Rudolph J. Cervetto III

Office Coordinator

Rudolph “Joe” Cervetto is an office coordinator based in the...

Karolina Chernyak, FPQP™, AAMS®

Senior Client Service Specialist

Karolina Chernyak is a Senior Client Service Specialist based in...

Rokhand Collins

Client Service Specialist

Rokhand Collins is a Client Service Specialist based in the...

Tim Curley

Vice President, Investments

Tim Curley is a Vice President on the Investments Team...

Justin deTray, CFP®

Managing Director

Justin deTray is a Managing Director and Advisor in the...

Frederick E. Dopfel, Ph.D.

Strategic Advisor, Investment Committee

Fred Dopfel is Strategic Advisor and a member of the...

Kristin Economou

Client Service Specialist

Kristin is a Client Service Specialist based in the San...

Amanda Fox, MBA, CFP®

Vice President

Amanda Fox is a Vice President and Advisor in the...

Greg Friedman, MS

Senior Strategic Advisor

Greg Friedman is a Senior Strategic Advisor of Wealthspire Advisors....

Kevin Gahagan, CFP®, CIMA®, CEP, CIMC

Managing Director

Kevin Gahagan is a Managing Director and financial advisor at...

Tierney Henderson

Senior Advisor Associate

Tierney Henderson is a Senior Advisor Associate based in our...

Sean Heyman

Client Service Specialist

Sean is a Client Service Specialist based in the San...

Kadeidra Honey-Brooks, J.D.

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

Kadeidra serves as Senior Vice President, Director of Wealth Strategy...

Justin Hult, MBA, CFA®

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

Justin Hult, based in the San Rafael office, is a...

Carolyn Jerome

Director, Human Resources

Carolyn Jerome is a Director of Human Resources and is...

Stephen Kepler, CFP®, CDFA®

Vice President

Stephen Kepler is a Vice President and Advisor in the...

M. Zach Mangels, MSFP, CFP®

Senior Vice President

Zach Mangels is a Senior Vice President and Financial Advisor...

Ryan Moore, CFP®

Senior Advisor Associate

Ryan is a Senior Advisor Associate based in our Bay...

Marla Mulligan

Office Manager

Marla Mulligan is the Office Manager of the San Rafael...

Andrea Pon

Executive Assistant

Andrea serves as Executive Assistant to Chief Strategy Officer Greg...

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Managing Director

Chip Pyfer is a Managing Director and Advisor in the...

Mike Sbrocco

Managing Director, West Region Leader

Based in our San Rafael office, Mike serves as the...

Sheila Schroeder

Consultant, Regional Head of Business Development

Sheila Schroeder is a business development consultant and heads business...

Dave Scuitto

Senior Client Service Specialist

Dave Scuitto is a Senior Client Service Specialist based in...

Paul Sturm

Director, IT

Paul Sturm is Director of IT and is based in...

Tim Talbott, MA, CFP®

Senior Advisor Associate

Tim Talbott is a Senior Advisor Associate in the San...

John F. Thiel, MBA, CFP®

Assistant Vice President

John Thiel is an Assistant Vice President and Advisor in...

Suzanne Williamson

Senior Vice President

Suzanne Williamson is a Senior Vice President based in the...

Sarah Wotherspoon, MS, CFP®, CDFA®

Managing Director

Sarah Wotherspoon is a Managing Director and Advisor in the...

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