Stonebridge Financial Group is an independent, registered investment advisor in San Rafael, California, serving families and business owners across the Bay Area and beyond. As a fiduciary, we put our clients' interests first — in every recommendation, every relationship, every decision.
We help clients navigate the moments where financial decisions carry real weight: retirement transitions, equity compensation, business sales, multigenerational wealth, and the coordination of tax, estate, and investment strategy under one roof.
We also maintain a dedicated focus on planning for families with dependents who have special needs. Our credentialed advisors help families navigate ABLE accounts, special needs trusts, and government benefit eligibility — building plans designed to support their loved ones throughout their lives, not just retirement.

PRIVATE WEALTH MANAGEMENT
For individuals and families: investment management, tax planning and optimization, retirement income planning, legacy and charitable giving strategies, and special needs financial planning.

EQUITY COMPENSATION PLANNING
For professionals with equity compensation: RSU vesting, ISO exercise timing, AMT exposure, ESPP, and 10b5-1 plans — with proactive tax strategies around vesting events and tax-efficient plans for concentrated stock positions.

CORPORATE PLANNING
For employers and business owners: 401(k) plan design and management, cash balance and defined benefit plans, non-qualified deferred compensation, executive benefits, and business succession planning.
Our team holds advanced designations including CFP®, ChFC®, ChSNC®, and AIF®, and manages over $1 billion in client assets custodied at Charles Schwab.

Stonebridge Financial Group

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Stonebridge Financial Group

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