Larkspur Financial Advisors

Description

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 Unable to add this file. Please check that it is a valid photo. "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"

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Larkspur Financial Advisors Employees

Employee
Years
Job
Industry
Julia Gorton, MBA Julia Gorton, MBA San Francisco Bay Area Details
Julia Gorton, MBA's Larkspur Financial Advisors Experience June 2011 - February 2012
Job Credit Analysis
Industry Financial Services
Experience
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

Rachel Dougherty Rachel Dougherty San Francisco Bay Area Details
Rachel Dougherty's Larkspur Financial Advisors Experience April 2009 - Present
Job at
Industry Financial Services
Experience
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

Amber Harrison Amber Harrison New York, New York Details
Amber Harrison's Larkspur Financial Advisors Experience October 2007 - March 2009
Job Global Business Marketing at Facebook
Industry Marketing and Advertising
Experience
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

Jen Olivas, RP® Jen Olivas, RP® Sacramento, California Details
Jen Olivas, RP®'s Larkspur Financial Advisors Experience August 2012 - April 2015
Job Financial Analyst
Industry Research
Experience
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

Julie Gravelle Julie Gravelle San Francisco Bay Area Details
Julie Gravelle's Larkspur Financial Advisors Experience June 2015 - Present
Job Client Services Specialist, Larkspur Financial Advisors
Industry Financial Services
Experience
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

Vincent J. Crivello Vincent J. Crivello San Francisco Bay Area Details
Vincent J. Crivello's Larkspur Financial Advisors Experience April 2006 - January 2009
Job Vice President, Loring Ward
Industry Financial Services
Experience
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

Jennifer (Jennifer Lawson) Yacoube, RP Jennifer (Jennifer Lawson) Yacoube, RP San Francisco Bay Area Details
Jennifer (Jennifer Lawson) Yacoube, RP's Larkspur Financial Advisors Experience January 2011 - November 2011
Job Compliance Associate
Industry Financial Services
Experience
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

Kevin Bartel Kevin Bartel San Francisco, California Details
Kevin Bartel's Larkspur Financial Advisors Experience April 2014 - Present
Job Senior Financial Adviser at Larkspur Financial Advisors
Industry Investment Management
Experience
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

Annie Carroll Annie Carroll San Francisco Bay Area Details
Annie Carroll's Larkspur Financial Advisors Experience February 2015 - Present
Job Client Associate Special Projects at Larkspur Financial Advisors
Industry Financial Services
Experience
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