Our Company

7 Streets Financial, Inc. is an independent financial services firm serving California with locations in San Diego and San Ramon.

The team of dedicated professionals at 7 Streets Financial, Inc. work with employees of Fortune 500 companies to pursue meeting their pre- and post-retirement goals. Our primary focus is on You, the client. Through our alignment with LPL Financial we strive to use the latest technology to provide an exceptional level of transparency and service.

As independent advisors, we are free from proprietary products, sales quotas, and cross selling arrangements. This allows us to tailor our objective financial advice to manage the needs of You, the client. With over 16 years of experience in the financial services industry we have lived through the worst decade in market history and understand the need to take a conservative approach to retirement planning that focuses on long term results and downside defense strategies for our clients.

We tailor our approach to you in the following ways:

  • The 7 Streets Financial Retirement Path is our customized look at your retirement picture. This plan can not only look at ways to draw down your retirement assets, but also help you prepare a chart for managing your income and expenses, look at the impact inflation will have on your retirement, all while considering the impact of your non-retirement assets on your overall financial outlook.
  • We are committed to working with your other financial professionals to work towards getting you the most comprehensive advice possible in all areas of your financial life.
  • A customized website for You that will allow you to store important documents and integrate your financial life into one secure location.