The BAM ALLIANCE


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       Delivering on the Promise 
     of True Wealth Management 



     

Portfolio Review

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    Questions about your portfolio
    or seeking a second opinion?

    Contact us via our contact form 
    or call 866.545.8816
    (new clients only).     

    All other inquiries,
    call 800.711.2027.

     

San Francisco Bay Area Team PDF Print E-mail

Buckingham Asset Management has a significant northern California presence with offices in Santa Rosa and Cupertino. Our qualified team of advisors in both Santa Rosa and Cupertino develop personal relationships with the investors they serve, while acting as the investor’s liaison to Buckingham’s full range of comprehensive wealth management service offerings.

        ADVISORS

 Robert Campbell, CPA, CFP® Kate Hurley Daniel Taylor, MBA, CFP®
 Edward Cho, CFP® Robert Kresek, CFP® Brent Thomas, CFP®
 Thelia Eagan, CPA/PFS Kent Madsen, CFP® Harold Thomas, CFP®
 Jovita Honor, CFP®, EA, CIMA Irv Rothenberg, CPA/PFS  

For a free consultation and to speak with one of our investment advisors, please call 866.545.8816 or submit our contact us form.