Cerity Partners
Business details
- Category
- Financial Services · Financial planner, Financial advisor, Financial consultant, Investment service
- Address
- 203 Redwood Shores Pkwy Ste 510, Redwood City, CA 94065
- Phone
- (650) 462-8666
- Website
- ceritypartners.com
- County
- San Mateo County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Cerity Partners, we help families and individuals in Redwood City and across the Peninsula plan with confidence for the financial future they want. We offer financial planning and investment advisory services, bringing together retirement planning, portfolio management and long-term wealth strategies under one roof.
Our team works closely with each client to understand their goals, timelines and concerns, then builds a clear plan they can follow and adjust as life changes. We aim to explain every recommendation in plain language, so you always know where your money stands and why we are making each decision.
Our office serves clients throughout San Mateo County and the wider Bay Area, combining local knowledge with a comprehensive, client-first approach.
Learn more about our Silicon Valley team on our website, or call or stop by our office to start a conversation about your goals.
Our team works closely with each client to understand their goals, timelines and concerns, then builds a clear plan they can follow and adjust as life changes. We aim to explain every recommendation in plain language, so you always know where your money stands and why we are making each decision.
Our office serves clients throughout San Mateo County and the wider Bay Area, combining local knowledge with a comprehensive, client-first approach.
Learn more about our Silicon Valley team on our website, or call or stop by our office to start a conversation about your goals.