Northbay Advisors
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Northbay Advisors is a Fee-Only Registered Investment Advisor located in Rohnert Park, California, specializing in financial planning and portfolio management. The firm is led by Dan Peterson, a Certified Financial Planner with extensive experience, dedicated to providing objective and unbiased financial advice tailored to clients' needs.
Committed to placing clients' interests first, Northbay Advisors offers a secure, password-protected client portal for 24/7 access to financial plans and investment performance reporting. The firm emphasizes the importance of working with qualified professionals, ensuring that clients receive expert guidance without the influence of sales commissions.
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