California Street Wealth Management, located in San Rafael, CA, is a leading financial advisory firm with a team of experienced professionals led by Eddy Gutierrez. With nearly 40 years of combined experience, they offer an active portfolio management style to take advantage of investment opportunities and mitigate risks. Their customized investment strategies address specific needs and goals, utilizing both domestic and international stocks and bonds for a transparent, cost-effective, and tax-efficient approach.
With a highly selective clientele, California Street Wealth Management ensures personalized attention and frequent interaction to prioritize client satisfaction. Their mission is to build and preserve wealth for individuals and future generations, providing a comprehensive range of advisory services. By understanding each client's unique financial outlook, they chart an investment path towards their goals, always prioritizing the client's wants and needs.
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