Ambrose Financial & Insurance Services, LLC's mission is to provide you and your loved ones a secure financial future through a unique blend of education, service and processes tailored to your individual needs.
We provide fee-based investment management as a registered investment advisor and insurance strategies as a licensed insurance agency.
We believe that each client is unique and no single investment strategy is right for everyone. That is why we focus on developing trusted relationships with our clients and understanding their particular goals and objectives. By educating clients on the strategies and solutions available for improving their financial situations, we work to protect them, their families and their heirs.
We specialize in assisting individuals in or near retirement, but stress that a client's attitude toward finances is far more important than his or her age. In partnering with us, we will help take the mystery out of investing, preparing for retirement and preserving wealth. After evaluating your current financial situation, we will customize a program specific to your needs and continually manage it as your life and economic conditions change. We can provide you with the financial peace of mind you have always dreamed of and an income you cannot outlive.
Brian Ambrose is president of Ambrose Financial & Insurance Services. He is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). He has over 25 years experience in financial planning and money management.
For the past three years (2011-2013), Brian has been recognized as a San Francisco East Bay Five Star Wealth Manager. Five Star Wealth Managers is a select group representing less than 3 percent of licensed wealth managers in the area.