The Client Experience
You’ll find a comfortable, motivating environment with professionals who live, work in and love the same communities you do. We tackle your concerns and help you define your objectives based on a mutual understanding of what it means to live in the bay area.
The Bay Area is one of the most sought-after places to live in the nation. Like you, we appreciate everything this area offers, as well as the unique challenges of affording to live in such a wonderful place.
When you work with Shira Ridge, you’ll enjoy the experienced perspective of a team of bay area residents who will come to understand your lifestyle and what’s important to you. We’re active in our communities, avid Giants fans, world travelers, parents who swap stories of our kids … and our pets, lovers of local restaurants, great hikers and dog walkers, and are appreciative of the opportunity and diversity of living in the bay area.
This all helps to drive our passion for financial planning—wanting to help our clients enjoy their daily living, today and in the future.When you work with experienced professionals in a comfortable environment, good things tend to happen.
You know that your investments are being managed with a high level of insight and integrity with the benefit of a more personal touch. And you’ll feel empowered knowing that you’ve communicated your desires and captured them on paper in a solid plan.
You will see that we are dedicated to working tirelessly on your behalf.