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Who We Serve

RINA Wealth Management Services is an investment advisory firm headquartered in Oakland, California.

We enjoy helping people plan their financial future, especially when they are concerned about the impact of their investments.

We work best with individuals who are open-minded, passionate about life,
and want to make a difference in the world.
They tend to view planning as central to their success and life goals, more than just investment management.

We are affiliated with RINA Accountants & Advisors, a full-service accounting and consulting firm that focuses on closely-held businesses and their owners, high net worth individuals and families, and not-for-profits and private foundations.

Because of our firms’ connection we are able to work with a client’s RINA tax and business advisors to provide coordinated financial and investment advice. The collaboration between the wealth management and accounting and consulting team is a significant and rare advantage for our mutual clients.

While many of the people we serve also use the services RINA Accountants & Advisors, we also help individuals who employ a wide range of accounting services.

RINA Wealth Management Services plays an active role in elevating clients’ attention above the day-to-day so they can stay focused on long-term strategies for financial stability, sustainable growth, and social impact. Along with wealth management services, our professionals have developed an impressive array of proactive solutions to assist our clients in achieving their financial goals, personally as well as professionally.