Financial Services

First Republic Bank

Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo […]

Vanguard

Vanguard clients are served by the most exceptional people in the investment industry. Our employees, known internally as crew members, provide loyalty-inspiring service and low-cost investment products to millions of clients around the globe. Their passion and commitment ensure that we continually improve our quality and cost-efficiency.

Fidelity Investments

We provide financial planning and retirement options such as IRAs, annuities, and managed accounts; brokerage and cash management products; college savings accounts; and other financial services for millions of individual investors.

Northern Trust Wealth Management

Northern Trust (Nasdaq:NTRS) is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking solutions to corporations, institutions and affluent individuals. For 125 years, we have evolved with the changing needs of our clients and our world.

Bank of America Global Wealth & Investment Management

At Bank of America, our purpose is to help connect our customers and clients to what matters most to them. Every day, we’re proud to partner with 57 million individuals, businesses, and communities, bringing them our skills and expertise to help make their financial lives better.

The Doctors Company

As the nation’s largest physician-owned medical malpractice insurer, we are fiercely committed to relentlessly defending, protecting, and rewarding our members with the industry’s most aggressive claims defense, unrivaled protection, and innovative rewards.

Farmers & Merchants Bank

C.J. Walker founded Farmers & Merchants Bank (F&M) of Long Beach more than 100 years ago based on the principles of honesty, integrity, compassion, faith, and community service. Today, fourth generation President W. Henry Walker, along with his brother Daniel, Chairman of the Board and CEO, and father Kenneth, President of the main branch, manage […]