Private Ocean Wealth Management

Description

Address: 100 Smith Ranch Rd #300, San Rafael, CA 94903 Hours: Open ⋅ Closes 5PM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 526-2900: Place name: : : Website: : : Category: : Website: http://www.privateocean.com/ 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 Private Ocean Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

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Private Ocean Wealth Management Employees

Employee
Years
Job
Industry
John Jaravata John Jaravata San Francisco Bay Area Details
John Jaravata's Private Ocean Wealth Management Experience April 2013 - July 2015
Job Director Kennicott Capital Management, LLC
Industry Investment Management
Experience
Kennicott Capital Management, LLC   August 2015 - Present
Private Ocean Wealth Management   April 2013 - July 2015
YBR Financial   May 2012 - April 2013
Conifer Securities  January 2011 - May 2012
D. E. Shaw & Co.   January 2010 - January 2011
Indus Capital Partners, LLC  December 2007 - May 2009
J.P. Morgan Securities   March 2006 - December 2007

Skills
Equities, Equity Derivatives, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Options, Investments, Securities, Mutual Funds, Asset Management

Education
Lehigh University   2001 — 2005

Ranney School

Colin Drake Colin Drake San Francisco Bay Area Details
Colin Drake's Private Ocean Wealth Management Experience September 2001 - May 2010
Job Your Guy at Drake Wealth Management
Industry Financial Services
Experience
Drake Wealth Management   September 2011 - Present
Private Ocean Wealth Management   September 2001 - May 2010
Altfest Personal Wealth Management  1998 - 2001

Skills
Comprehensive Wealth..., Coaching, Portfolio Management, Estate Planning, Insurance, Lifestyle Coaching, Wellbeing, Wealth Management..., Wealth Management, Wealth, Financial Advisory, Investments, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Investment Banking, Financial Services, Asset Management, Entrepreneurship, Start-ups, Personal Financial..., Financial Modeling, Corporate Development, Personal Finance, Risk Management, Finance, Strategy, Equity Research, Financial Planners, Succession Planning, Financial Analysis, Small Business, Retirement, Valuation, Executive Coaching, Capital Markets, Mutual Funds, Equities, Emerging Markets, Management Consulting, Investment Management, Hedge Funds, Private Equity, Due Diligence, Retirement Planning, Investment Strategies, Alternative Investments, High Net Worth..., Securities

Education
College for Financial Planning   1995 — 1996
Certified Financial Planner Certification, Comprehensive Financial Planning

Middlebury College   1987 — 1991
BA, Psychology

Susan Duvall-Dickson Susan Duvall-Dickson San Francisco Bay Area Details
Susan Duvall-Dickson's Private Ocean Wealth Management Experience January 2005 - Present
Job Chief Operating Officer and Principal Private Ocean
Industry Financial Services
Experience
Private Ocean Wealth Management   January 2005 - Present
De La Salle Institute  January 1997 - January 2005
Temptations  1991 - 1996

Skills
Leadership Development, Strategic Planning, Operations Management, Organizational..., Change Management, Culture Change, Cultural Transformation, Team Building, Managerial Finance, Budgets, Marketing, Event Planning, Public Speaking, Team Leadership, Entrepreneurship, Management, Leadership, Fundraising, Nonprofits, Negotiation, Analysis, Strategy, Mergers & Acquisitions, Program Management, Start-ups, Risk Management

Education
University of San Francisco   2008 — 2011
Doctor of Education - Ed.D., Organization & Leadership

Dominican University of California   2002 — 2004
MBA, Strategic Leadership

Dominican University of California   1999 — 2002
BA, Human Resource Management

Sabrina (Bini) Lee, CFP® Sabrina (Bini) Lee, CFP® San Francisco Bay Area Details
Sabrina (Bini) Lee, CFP®'s Private Ocean Wealth Management Experience March 2013 - Present
Job Advisor
Industry Financial Services
Experience
Private Ocean Wealth Management   March 2013 - Present
Cathy Mu, CPA, CFP®   August 2008 - August 2013
Mass Mutual Financial Group  January 2012 - December 2012
Cathy Mu, CPA, CFP®   March 2008 - August 2008
H&R Block  January 2008 - April 2008

Skills
Strategic Financial..., Client Engagement, Problem Solving, Financial Coaching, Financial Efficiency, eMoney advisor, Income Protection, Asset Protection, Income Tax, Lacerte, Financial Planners, Insurance, Retirement, Wealth Management, Wealth, Personal Financial..., Certified Financial..., Holistic Financial..., Financial Goals, Investments, Asset Allocation, Retirement Planning, Analysis, Financial Planning

Education
University of California, Davis   1999 — 2003
Bachelor's degree

Foothill High School

Harry Koulentis Harry Koulentis San Francisco Bay Area Details
Harry Koulentis's Private Ocean Wealth Management Experience January 2004 - April 2011
Job Family Office Manager, Accountant
Industry Financial Services
Experience
Private Ocean   September 2014 - July 2015
Wilsey Properties   April 2011 - August 2014
Private Ocean Wealth Management   January 2004 - April 2011
William Wilson III   January 1999 - January 2001

Skills
Wealth Management, Equities, Family Office, Estate Planning, Public Speaking, Investments, Asset Management, Asset Managment, Hedge Funds, Portfolio Management, Financial Planners, Private Equity, Financial Services, Personal Financial..., Valuation, Financial Planning

Education
California State University-Fullerton, Mihaylo College of Business and Economics
MBA, Finance

James Dopfel James Dopfel San Francisco Bay Area Details
James Dopfel's Private Ocean Wealth Management Experience June 2012 - August 2012
Job Contract Accountant at Garcia & Associates
Industry Accounting
Experience
Garcia & Associates  July 2015 - Present
Garcia & Associates  August 2014 - July 2015
Celerity Consulting Group  October 2013 - April 2014
Private Ocean Wealth Management   June 2012 - August 2012
Criticaleye   June 2011 - August 2011
Garcia & Associates  July 2010 - August 2010
Marietti, Gislon e Trupiano Srl   June 2010 - July 2010

Skills
Microsoft Office, GIMP, Open Office, Research, Data Analysis, Business Strategy, Microsoft Excel, Microsoft Word, Marketing Communications, Strategic Planning, Marketing Strategy

Education
University of Southern California   2009 — 2013
Bachelor of Arts (B.A.), Economics

Rachel Sadacca Rachel Sadacca San Francisco Bay Area Details
Rachel Sadacca's Private Ocean Wealth Management Experience December 2009 - September 2011
Job Marketing Specialist | Lead Generation | Marketing Automation | Content Marketing | Marketing Strategy | Hubspot Expert
Industry Marketing and Advertising
Experience
Mogo Interactive  May 2015 - Present
MogoARTS Marketing   May 2015 - Present
Myself only  February 2015 - Present
Remedy Interactive  August 2013 - May 2015
Dominican University  November 2009 - June 2013
Remedy Interactive  June 2012 - May 2013
Remedy Interactive  October 2011 - May 2013
Private Ocean Wealth Management   December 2009 - September 2011

Skills
Leadership, Social Media, Marketing, Customer Service, Public Speaking, CRM, Time Management, Microsoft Office, Social Media Marketing, Analysis, Event Planning, Team Leadership, PowerPoint, Lead Generation, Social Networking, Leadership Development, Microsoft Word, Microsoft Excel, Salesforce.com, Teamwork, Coaching, Digital Marketing, Online Marketing, Management, SEO, Landing Pages, Online Advertising, Project Management, Linkedin Marketing, Marketing Automation, HubSpot, Landing Page..., Online Lead Generation, LinkedIn Sponsored..., Marketing Strategy, Research, Email Marketing, Sales Enablement, Sales Enablement Tools, Social Selling, Hubspot CRM, Pipeline Marketing, Facebook, Sales, Business Development, Advertising, Web Analytics, Public Relations, B2B Marketing

Education
Dominican University of California   2009 — 2012
B.A, Business Administration; Marketing -- Minor: Leadership Studies

Oakmont High School   2005 — 2009

Bill Bockwoldt, CFP® Bill Bockwoldt, CFP® San Francisco Bay Area Details
Bill Bockwoldt, CFP®'s Private Ocean Wealth Management Experience December 2012 - Present
Job Financial Advisor at Private Ocean Wealth Management
Industry Financial Services
Experience
Private Ocean Wealth Management   December 2012 - Present
Vibato, LLC   January 2009 - Present
UPEK, Inc.   August 2004 - January 2009
Nokia  2000 - 2004
Tegal Corporation  1996 - 2000

Skills
Start-ups, Business Development, Product Management, Strategy, Marketing, Strategic Planning, Competitive Analysis, Entrepreneurship, Program Management, Management, Leadership, Business, Strategic Partnerships, Enterprise Software, Strategic Financial..., Executive Management, Budgets, Telecommunications, Marketing Strategy, Project Management, Sales, Finance, Venture Capital, Investments, SaaS, Integrated Marketing, Small Business, Mergers & Acquisitions, Product Marketing, Business Planning, Business Strategy, Wealth Management, Retirement Planning, Personal Financial..., Real Estate Investment, Landlording, Buy-and-Hold Investing, Estate Planning, Financial Planning, Corporate Development, Management Consulting, Marketing Management, Cross-functional Team..., Financial Analysis, Financial Modeling, Product Development

Education
San Francisco State University   2011 — 2012
CFP Certification

University of California - Haas School of Business   1998 — 2000
MBA

Golden Gate University   1996 — 1997

DeVRY Institute of Technology   1985 — 1988
BSEE

Tim Talbott Tim Talbott San Francisco Bay Area Details
Tim Talbott's Private Ocean Wealth Management Experience May 2011 - Present
Job Client Service Representative at Private Ocean Wealth Management
Industry Financial Services
Experience
Private Ocean Wealth Management   May 2011 - Present
Tim Talbott Consulting   2006 - May 2011

Education
Naropa University   2004 — 2006
MA, World Religions (Religious Studies)

The College of Idaho   1996 — 2000
BA, Business Administration

Ralph Latza, JD, LL.M. (tax), CFP, CPCC Ralph Latza, JD, LL.M. (tax), CFP, CPCC Santa Clara, California Details
Ralph Latza, JD, LL.M. (tax), CFP, CPCC's Private Ocean Wealth Management Experience February 2010 - January 2013
Job Wealth Advisor at BlueSky Wealth Advisors | FeeOnly| Financial Planning Firm
Industry Financial Services
Experience
BlueSky Wealth Advisors Fee-Only Financial Planning Firm   August 2015 - Present
LifeStream Financial, Inc.   January 2013 - August 2015
Private Ocean Wealth Management   February 2010 - January 2013
Plan[REAL] Financial   March 2008 - March 2010

Skills
Life Long Tax Planning, Multigenerational..., Investment Analysis, Estate Planning, Goal Setting, Life-Integrated..., Retirement and/or..., Value Based Risk..., Fee-Only Financial..., Objective Advisor, Retirement Planning, Wealth, Financial Planners, Retirement, Financial Services, Investments, Finance, Financial Advisory, Insurance, Entrepreneurship, Financial Planning, Valuation, Investment Advisory, Wealth Management

Education
Stanford University
A.B.

University of Minnesota
Doctor of Law (JD)

Golden Gate University
Master of Laws (LL.M.) in taxation