On San Francisco Bay Insurance Services

Description

• Who Is On San Francisco Bay? On San Francisco Bay is a retirement planning oriented insurance agency in Oakland, California. Our particular areas of service are retirement preparation, transition, and protection. We address the real needs of real people, with an eye toward planning that will work for you. Our client base is primarily located in the greater San Francisco Bay Area and Northern California. Additionally we are licensed in and provide services in several other states.I graduated from the University of Michigan Business School, now known as the Ross Business School. Rewarding careers in industry, as a small business owner and as a financial professional have brought me an understanding of today's retirement planning challenges. As an advisor I continue to study those societal and health issues facing all of us in retirement. I embrace a concept I'll refer to as Wealth Span. That is to say, a focus on asset accumulation, asset conservation, and the harvesting of financial assets to achieve retirement plans.I have lived and worked in the Bay Area for over thirty years. My wife and I have reared two fine young men, influenced nieces and nephews, and hopefully inspired many others through employment. I appreciate the opportunity to assist you in the formation of your retirement plan. Carl E. Holland Principal AdvisorCA License # 0C18296
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  Headquarters:Po Box 24708 , Oakland, California, United States

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  Phone Number: +1 510-530-8155

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  Website: https://www.onsanfranciscobay.com

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  Employees:1

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  Revenue:$0 - 1M

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  Legal Name:On San Francisco Bay Insurance Services

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• |  NAICS Code: 523930  |

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