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portrait of Guy Ben Ari
FINANCIAL ADVISOR

Guy Ben Ari

CFP®, AAMS™, CRPS™
1050 Marina Village Parkway, Suite 100, Alameda, CA 94501opens in a new window
Serving clients with $2,000,000
CallSend Me a Message

About Guy

Our experienced team offers a family office-style approach, tailored to the unique needs of our clients. We serve select families, with a particular focus on business owners and tech professionals, by addressing their complex needs and ambitious goals.

We aim to help you achieve your financial goals, while bringing a level of customization and attention you are not likely to have ever encountered. Working closely with our clients' professional partners, CPAs, and attorneys, we help our clients determine the most appropriate financial strategy for them and their families.

Together, we believe it is important to understand the level of risk you're...

Focus Areas

  • Charitable Giving
  • Employee Stock Options
  • Sustainable investing
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

Work History

  • Edward JonesFebruary 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Volunteering
  • Scuba Diving
  • Surfing
  • Mountain Biking
  • Traveling

Team Members

  • Glory Thomason
    Sr. Branch Office Administrator
  • Athena Paschal
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(510) 522-2009

Fax

(866) 462-1850

Office Address

1050 Marina Village Parkway
Suite 100
Alameda, CA 94501opens in a new window

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