Larkspur Financial Advisors
Address: 100 Tamal Plaza #110, Corte Madera, CA 94925 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 924-6703 Appointments: larkspurfinancialadvisors.com: : : Category: : : : Place name: Website: Website: http://www.larkspurfinancialadvisors.com/home_blank.aspx?spid=110088&ptype=HOME Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Larkspur Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review From Larkspur Financial Advisors "At Larkspur Financial Advisors, we assist high net worth and affluent individuals, families, and businesses with all of their financial planning needs: - Comprehensive Financial Planning - Globally Diversified Allocation with Active - Portfolio...More "At Larkspur Financial Advisors, we assist high net worth and affluent individuals, families, and businesses with all of their financial planning needs: - Comprehensive Financial Planning - Globally Diversified Allocation with Active - Portfolio Management - Tax Efficient Asset Management - Life Insurance Planning - 401(k) Company Sponsored Retirement Planning - Regulation D Investments - Annuities - Alternative Investments - Access to Credit - Real-Estate, Energy & Conservation Easements"
Larkspur Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Larkspur Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Larkspur Financial Advisors Employees
Luther Burbank Savings August 2015 - Present
Bank of Marin January 2015 - Present
Bank of Marin July 2013 - January 2015
Bank of Marin June 2012 - July 2013
Larkspur Financial Advisors June 2011 - February 2012
Jacquelyne Gorton Nurse Attorney Inc. May 2010 - October 2011
Skills
Customer Service, Commercial Lending, Social Media, Microsoft Office, Microsoft Excel, Research, PowerPoint, Credit Analysis, Outlook, Banking, Microsoft Word, Financial Spreading
Education
Sonoma State University 2010 — 2012
MBA
Sonoma State University 2006 — 2008
B.A., Art History
UC Santa Barbara 2004 — 2006
The Branson School 2000 — 2004
Dougherty Household May 2014 - Present
Larkspur Financial Advisors April 2009 - Present
Larkspur Financial Advisors April 2009 - Present
Western Tile and Kitchen Design July 2002 - March 2009
Education
College for Financial Planning 2010 — 2011
Registered Paraplanner, Financial Planning
Santa Rosa Junior College 2004 — 2005
English & Art
Facebook August 2013 - Present
Schweichler Price Mullarkey & Barry March 2009 - August 2013
Larkspur Financial Advisors October 2007 - March 2009
Skills
Technical Recruiting, Search, Market Research, Management, Marketing, SaaS, Strategy, Lead Generation, Salesforce.com, Start-ups, Executive Search, Executive Management, Interviews, Competitive Analysis, Strategic Partnerships
Education
Oregon State University 2002 — 2007
Liberal Studies
California Department of Health Care Services May 2015 - Present
Larkspur Financial Advisors August 2012 - April 2015
The Blueshirt Group December 2011 - May 2012
Deutsche Bank July 2011 - December 2011
Bass Underwriters July 2010 - April 2011
Scottrade Inc January 2009 - June 2010
UCDavis Architects & Engineers June 2006 - March 2009
Skills
Teamwork, Problem Solving, Organization, Client Relations Skills, Self-motivated..., Superior Work Ethic, Series 7, Registered Paraplanner
Education
California State University-Sacramento 2005 — 2010
Business, Business Administration, Concentrations in Finance; Risk Management & Insurance
Larkspur Financial Advisors June 2015 - Present
Osher Marin Jewish Community Center February 2015 - Present
Osher Marin Jewish Community Center 2011 - 2013
Skills
Fitness, Fitness Training, Spinning, Personal Training, Appointment Scheduling, Microsoft Office, Eblasts, Database Administration, Social Networking, Public Speaking, Email Marketing, Marketing, Social Media Marketing, Coaching, Customer Service, Event Management, Wellness, Teaching
Education
San Francisco State University 1998 — 2000
Bachelor's Degree, Cultural Anthropology
City College of San Francisco 1996 — 1997
Fulfilled my undergraduate requirements at CCSF, General Studies
San Francisco Financial Planning Association (FPA) April 2010 - Present
Loring Ward March 2009 - Present
Enzo Asset Management August 2003 - Present
Marin County Estate Planning Council January 2010 - January 2014
Larkspur Financial Advisors April 2006 - January 2009
Northstar November 2004 - December 2005
Charles Schwab April 1999 - November 2004
CKS Group April 1996 - April 1999
CKS Group April 1996 - April 1997
m3i Works November 1992 - April 1996
Skills
Wealth Management, Wealth, Strategy, Strategic Financial..., Retirement Planning, Practice Management, Portfolio Management, Mergers, Management, Investments, High Net Worth..., Financial Advisory, Investment Strategies, Estate Planning, Asset Allocation, Entrepreneurship
Education
San Diego State University 1987 — 1990
BA
Litman Gregory Asset Management November 2011 - Present
Larkspur Financial Advisors January 2011 - November 2011
Larkspur Financial Advisors August 2004 - January 2011
Wells Fargo Bank May 2002 - May 2004
Skills
Series 7, Investments, Asset Management, Securities, Mutual Funds, Financial Planning, Retirement Planning, Portfolio Management, Estate Planning, Asset Allocation, Investment Advisory, Real Estate, Wealth Management, Asset Managment
Education
Sonoma State University 2006 — 2008
BA, Sociology
Novato High School 1999 — 2002
High School Diploma
Larkspur Financial Advisors April 2014 - Present
Financial Adviser April 2014 - Present
Merrill Lynch June 2012 - April 2014
SMB-Capital September 2010 - October 2012
Chimera Securities June 2009 - February 2010
Arbex Trading of San Francisco March 2008 - May 2009
Education
Dominican University of California 2005 — 2007
Master of Business Administration (MBA), Global Strategic Management
Larkspur Financial Advisors February 2015 - Present
Parker's Crazy Cookies LLC August 2014 - Present
PENSCO Trust Company February 2013 - November 2013
Forward Investing February 2012 - November 2012
Wells Fargo Advisors August 2007 - February 2012
Wells Fargo March 2005 - July 2007
Plumtree Software September 2003 - January 2005
Intraware September 2001 - August 2003
Intraware November 2000 - September 2001
Intraware March 2000 - November 2000
Skills
Credit, Series 63, Alternative Investments, Asset Allocation, Financial Services, Wealth Management, Business Development, Series 7, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Salesforce.com, Asset Managment, Series 66
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts (B.A.), Pre Law/ Political Science
The college preparatory school 1990 — 1995
Glorietta
Orinda Intermediate School