We are, Mark Bernard and Flor Santana and we decided to start our practice together in 1999 because we saw the benefit a husband-and-wife team can have for our clients. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our mission is to help our clients identify appropriate financial goals. Our values are to provide honesty, integrity and trustworthiness.

Hours

Regular Hours

Mon - Fri:	8:00 am - 4:00 pm

Category

Banks

AKA

Baywood Private Wealth Management, LLC / LPL Financial

Other Link

website

Suggest an Edit

Are You The Business Owner?Claim This Business

Data provided by one or more of the following: Thryv, Data Axle, Yext.

What'sNearby^TM

Baywood Private Wealth Management / LPL Financial

1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402

PHOTOS AND VIDEOS

Bank of Marin

Navy Federal Credit Union

REVIEWS Write a Review