SEC CRD #801-112351
Offering financial planning, wealth management, tax strategies, and estate planning to individuals and families in Oakland and the Bay Area. Our team consists of ten advisors and financial planners, supported by a team of dedicated client service and operations professionals. LIBERTY WEALTH MANAGEMENT, LLC is a OAKLAND, CA-based registered investment adviser managing $1.73B in assets with 43 employees (CRD #286001).
CANDACE HAMILTON
CHIEF COMPLIANCE OFFICER
📞 (510) 903-5489
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AUM
$1.7B
Location
OAKLAND, CA
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