Contact

Phone: 925.648.4730

Who We Serve

Individuals

Hours

Mon–Fri, 8:00 am–5:00 pm

Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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CAPTRUST
San Ramon

As an industry-leader, we’re proud to bring our national footprint to San Francisco, San Ramon, San Jose and other surrounding areas to best serve California and the bay area. Our commitment to strong ethical values allows us to provide unbiased, fiduciary services our clients can trust. Get to know our team of financial advisors today.

Our Team

Lyle Brandt

Vice President,
Financial Advisor

Rosanne Costello

Senior Vice President,
Financial Advisor

Dave Fernandez

Vice President,
Financial Advisor

Ted Lew

Vice President,
Financial Advisor

Mark Miller

Principal,
Financial Advisor

Above all, we value the relationships we share with our clients. We start by listening. We mutually define expectations. Then we serve with wisdom, integrity, and experience.
Mark Miller

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.