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San Ramon_Blue Santa Barbara_Blue

2010 Crow Canyon Pl,
Suite 210
San Ramon, CA 94583

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Phone: 925.648.4730

Mon–Fri, 8:00 am–5:00 pm

Wealth Management

Our Team

The CAPTRUST San Ramon office specializes in comprehensive wealth management and financial planning services for high-net-worth individuals and families. Our skilled advisors are experienced in individualized and custom planning that encompasses insurance needs, retirement, inheritance, risk management, and tax and estate considerations.

Advisor

Lyle Brandt

Financial Advisor

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Advisor

Rosanne Costello

Senior Vice President,
Financial Advisor

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Advisor

Dave Fernandez, CFA®, CFP®

Vice President,
Financial Advisor

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Advisor

Ted Lew, CFP®

Vice President,
Financial Advisor

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Advisor

Mark Miller

Senior Vice President,
Financial Advisor

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San Ramon, CA

2010 Crow Canyon Pl,
Suite 210
San Ramon, CA 94583
Phone 925.648.4730