Address

2010 Crow Canyon Pl #210
San Ramon, CA 94583

Contact

Phone: 925.648.4730

Who We Serve

Individuals & Families

Hours

Mon–Fri, 8:00 am–5:00 pm

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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CAPTRUST

San Ramon

As an industry-leader, we’re proud to bring our national footprint to San Francisco, San Ramon, San Jose and other surrounding areas to best serve California and the bay area. Our commitment to strong ethics allows us to provide fiduciary services our clients can trust.

Our Team

Rosanne Costello

Principal,
Financial Advisor

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Dave Fernandez

Vice President,
Financial Advisor

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Rosana Hernandez

Vice President | Financial Advisor

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Ted Lew

Senior Vice President,
Financial Advisor

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Mark Miller

Principal,
Financial Advisor

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Above all, we value the relationships we share with our clients. We start by listening. We mutually define expectations. Then we serve with wisdom, integrity, and experience.

Mark Miller