Sterling First Financial is a team-based wealth management firm based in Oakland, CA, specializing in providing comprehensive financial services to high-income individuals, net worth business owners, and CPA firms. Their Virtual Family Office approach brings together tax and legal strategists, financial specialists, and business consultants to offer customized solutions for investment planning, asset protection, tax reduction, long-term care, estate planning, income planning, and social security analysis.
With a focus on simplicity, technology, and experience, Sterling First Financial aims to help clients capitalize on their success and build a lasting legacy. By streamlining opportunities and priorities, their coordinated team of experts ensures that clients receive the highest level of service and guidance in growing their wealth and planning for the future.
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