2603 Camino Ramon,
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our business is built on a foundation of thoughtful client relationships.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Find a Financial Advisor
Sr. Financial Planner
After 21 years in the banking industry, Andre transitioned to the investment industry in 2000 with a focus on Financial Planning for individuals and businesses. Prior to joining SKRS in 2017, Andre spent 10 years in management . . .
Antonio has successfully served his clients since 2004. His process begins with taking the time to listen to his client's personal financial needs. Once he understands their concerns and real objectives, he provides a customized . . .
Managing Partner | Retirement Plan Consultant
Barbara works exclusively to provide personalized service to retirement plan sponsors. By focusing on fiduciary responsibilities and plan governance, Barbara provides valuable insight into the management . . .
Marketing Administrator | Plan Sponsor Services Associate
Director of Plan Sponsor Services
Daniel appreciates the puzzle that makes up a comprehensive financial plan. Our lives are dynamic, and a good plan builds in the space for you to pivot. Daniel works hard to empathize with and address his clients’ goals, fears,...
Managing Partner | Sr. Financial Planner
John helps clients manage their fiduciary responsibilities and maintain and monitor their investment processes to meet their organization’s obligations under ERISA. He is passionate about helping families . . .
Kayvon joined SKRS in 2020 with an extensive background in sales, new business development, project management, finance, and recruiting. His experience in these various areas has developed his ability to create and sustain new . . .
Director of Client Services
I have worked in the industry for 6 years and joined SKRS in May 2019. I have two boys (ages 8 and 16) and two dogs, Cashel (golden retriever) and Daphne (olde English bulldog). I’ve been happily married for 16 years. In my free...