SAN RAFAEL, Calif.--()--Private Ocean has been recognized by the National Association of Board Certified Advisory Practices (NABCAP) as one of the Premier Advisors in the California North Bay area. The NABCAP rigorously evaluates firms on their practice management in categories ranging from accountability, technology, risk, client service and education.
“Giving clients an exceptional wealth management experience drives everything we do at Private Ocean”
“This honor is a testament to our vision – to provide highly sophisticated wealth management in the context of an intimate, personal client relationship,” said Private Ocean CEO Richard Stone.
“Giving clients an exceptional wealth management experience drives everything we do at Private Ocean,” said Greg Friedman, Private Ocean president. “This award recognizes the entire Private Ocean team who work diligently at all times to help clients feel comfortable and in control of their financial future.”
Private Ocean’s Alex Gangl Adds CFA to CFP Designation
Private Ocean advisor Alex Gangl has received the Chartered Financial Analyst (CFA®) designation. Gangl also holds the designation of Certified Financial Planner (CFP®), making him one of approximately 2,500 people worldwide who hold both certifications. To earn the CFA certification, financial professionals must complete 1,000 hours of study and three six-hour exams. The process typically takes four years. The CFP certification requires 1,000 hours of study and exam preparation, and one ten-hour exam administered over a two-day period.
About Private Ocean
Private Ocean is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. The 24-person Private Ocean team seamlessly integrates personal financial planning and institutional-class investing. Private Ocean clients interact directly with a tight-knit team of specialists led by recognized industry leaders and pioneers in planning, investing, ethics and technology.
Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. Founded by Richard Stone and Greg Friedman, the firm has over $740 million in assets under management. Private Ocean works with senior executives, business owners and other affluent individuals with a minimum of $2 million to invest.
Photos of Private Ocean executives available on request. Email email@example.com or call 415-526-2904.