Xavier Lema - RBC Wealth Management Financial Advisor
Business details
- Category
- Financial Services · Financial planner
- Address
- 300B Drakes Landing Rd Suite 155, Greenbrae, CA 94904
- Phone
- (415) 445-8639
- Website
- us.rbcwealthmanagement.com
- County
- Marin County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Xavier Lema - RBC Wealth Management Financial Advisor brings clarity, guidance, and long-term planning to every client relationship, and that's what we offer our clients in Greenbrae and across Marin County. As financial planners, we help individuals and families organize their finances around the goals that matter most to them.
Our work centers on building a personalized financial plan that addresses investments, retirement, and wealth management as one connected picture. We take the time to understand each client's situation before recommending a strategy, so every decision reflects their priorities.
We serve families and individuals throughout Greenbrae, Marin County, and the wider North Bay.
To learn more about how we can support your financial future, visit our website or give us a call.
Our work centers on building a personalized financial plan that addresses investments, retirement, and wealth management as one connected picture. We take the time to understand each client's situation before recommending a strategy, so every decision reflects their priorities.
We serve families and individuals throughout Greenbrae, Marin County, and the wider North Bay.
To learn more about how we can support your financial future, visit our website or give us a call.