NewFocus Financial Group

Financial ServicesCalifornia, United States0-1 Employees

NewFocus Financial Group is an independent, SEC Registered Investment Advisory firm that provides comprehensive financial planning and investment management services to individuals, families, business owners and trusts, as well as retirement and pension plans.

We specialize in managing your wealth throughout your life, from building wealth when you are working, to using wealth to enjoy the retirement lifestyle you want, to creating a plan to leave a lasting legacy. Working collaboratively with our clients, we develop comprehensive and sustainable long-term financial plans aimed at maximizing wealth and minimizing risk through the execution of sound financial strategy and prudent investment management.

Our team of experienced advisors includes five CERTIFIED FINANCIAL PLANNER™ professionals who will work with you to establish financial goals and develop a plan that will help you gain control over your financial life. With their help, you’ll be able to reduce stress and anxiety, since you’ll know that you aren’t traveling alone on a path through this dynamic and complex financial world.

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