Financial Advisors and Planners in San Francisco Bay Area
SkyOak Capital has deep roots in the San Francisco Bay Area, where founder Jennifer Davis, CFP®, spent approximately 20 years with Smith Barney and Merrill Lynch before founding SkyOak Capital in Palo Alto in 2010.
Today, our Bay Area office serves clients throughout San Francisco, the Peninsula, Silicon Valley, Marin and the East Bay, as well as clients nationwide and internationally.
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San Francisco Bay Area Office
SkyOak Capital
50 California Street Suite 1500
San Francisco, CA 94111
Financial Advisor in Las Vegas: Jennifer Davis, CFP®
Client Support: Beth Boyd
Phone: (800)-971-8070
Hours: By Appointment
Visiting Our Bay Area Office
Our Bay Area office is available for in-person client meetings by appointment. We also meet with clients throughout the Bay Area and by phone or video conference for clients nationwide and internationally.
FAQs
Questions About Our San Francisco Bay Area Office
Where is SkyOak Capital’s San Francisco office?
SkyOak Capital’s San Francisco office is located at 50 California St, Suite 1500, San Francisco, CA 94111, in the Financial District. The office can be reached at (800) 971-8070.
Who works with SkyOak clients in the San Francisco Bay Area?
Jennifer Davis, CFP®, Founder & CEO, works directly with clients throughout the San Francisco Bay Area. Jennifer spent approximately 20 years with Smith Barney and Merrill Lynch in Silicon Valley before founding SkyOak Capital in Palo Alto in 2010.
In-person meetings at our San Francisco office are available by appointment, and we also meet with clients by phone and video conference.
Does SkyOak Capital serve clients throughout the Peninsula, Silicon Valley and
East Bay?
Yes. Our San Francisco Bay Area office serves clients throughout San Francisco, the Peninsula, Silicon Valley, Marin, the East Bay and surrounding communities. SkyOak also works with clients nationwide and internationally.
Is SkyOak Capital a fiduciary financial advisor in San Francisco?
SkyOak Capital is an independent registered investment advisory firm with an office in San Francisco. When providing investment advisory services, we serve as a fiduciary and are required to act in our clients’ best interests.
How much does it cost to work with SkyOak Capital?
Fees vary depending on the services provided and the nature of the client relationship. Investment management fees are generally based on assets under management, while other services may have separate fee arrangements. Our fees are explained before an advisory relationship begins.
Can SkyOak Capital help me evaluate a move from California to Nevada?
Yes. SkyOak works with clients who are considering or planning a move from California to Nevada and other states. We can model how a relocation may affect retirement income, cash flow, investment decisions and tax-planning strategies as part of the client’s broader financial plan.
When tax or legal advice is needed, we coordinate with the client’s CPA, attorney and other professional advisors.
How do I schedule a meeting with SkyOak Capital in San Francisco?
Call (800) 971-8070 or request a conversation through our website. In-person meetings at our San Francisco office are available by appointment. The initial 30-minute conversation is complimentary and there is no obligation to become a client.
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