Rockpoint Capital
Business details
- Category
- Financial Services · Financial planner
- Address
- 419 S San Antonio Rd #212, Los Altos, CA 94022
- Phone
- (650) 559-6500
- Website
- Searching the web…
- County
- Santa Clara County
About
Based in Los Altos, Rockpoint Capital offers financial planning for families and individuals across the South Bay. We are a financial planning firm serving clients throughout Santa Clara County and the wider South Bay.
Our work centers on helping you understand where your money stands and how to build a plan that fits your goals. We take the time to listen first, so every recommendation reflects your priorities rather than a one-size-fits-all approach.
Whether you are planning for retirement, saving for a major milestone, or simply want a clearer view of your finances, we are here to help.
To get started, call or stop by our Los Altos office and we will be glad to arrange a conversation.
Our work centers on helping you understand where your money stands and how to build a plan that fits your goals. We take the time to listen first, so every recommendation reflects your priorities rather than a one-size-fits-all approach.
Whether you are planning for retirement, saving for a major milestone, or simply want a clearer view of your finances, we are here to help.
To get started, call or stop by our Los Altos office and we will be glad to arrange a conversation.