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Financial Planners & Advisors, San Francisco, CA

Below are the leading Financial Planners, in the San Francisco, CA and surrounding areas. Contact these financial advisors to help you with all your financial planning needs including, estate planning, savings, investing and insurance. Make sure to compare planners before choosing the one that is right for your particular needs.



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Financial Planners San Francisco, CA
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San Francisco, CA Area Financial Planners & Advisors


  • Geoffrey Hakim

    Financial & Retirement Planning: Charged hourly for the first plan (future amendments are free of charge). Planning services provided only to portfolio management clients--see below. Portfolio Management: $500,000 minimum. We offer a broad range of investments within multiple asset classes to reduce the risk and enhance the return of the portfolio during both good times and bad. These investments may include safer approaches to managing stocks, hedge funds and funds of funds, different types of real estate investments, a commodity fund of funds and, of course, all types of bonds. The client is the ultimate decision maker as to which investments they desire to utilize in our tool box. We are strictly fee based and charge 1%/year against the portfolio value. Call us at (415) 492-2885 or by email at Geoffrey Hakim.

    Dickerson Agency - (415) 492-2885 - 4040 Civic Center Drive - San Rafael, CA 94903











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