Brennan and Wampler Financial Services

Simon Equity Partners is a San Francisco-based investment firm located in Larkspur, CA. With a focus on equity investments, the company operates out of 801 Larkspur Landing Circle, providing strategic financial solutions to clients in the United States. As a trusted partner, Simon Equity Partners offers expertise in investment management and aims to deliver optimal returns for their clients. With a strong presence in the industry, the firm is committed to providing innovative solutions and maintaining long-term relationships with their diverse portfolio of clients.Generated from the website

Established in 1850, UBS serves private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Located in Walnut Creek., Calif., the company offers financial solutions and manages invested assets. It has offices in more than 50 countries, including all major financial centers. The company offers high net worth and affluent individuals around the world a complete range of investment services. UBS provides securities products and research in equities, fixed income, rates, foreign exchange and metals. The company also provides a complete set of banking services for individuals and corporate clients, such as retail, wealth management, small/medium businesses, etc.

I believe strong relationships are the key component in creating the environment for developing and refining the most effective household financial plans. My mission is to offer you my full attention and professional experience to foster deeper relationships so that together we can define your s...