Steve Branton, CFP^®

Advisor

Private Ocean

100 Smith Rd., Ste 300
San Rafael, CA 94903

FINANCIAL ADVISOR'S WEBSITE

www.wealthspire.com

(415) 526-2900 CONNECT WITH Steve

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We charge a project fee for initial financial planning and provide investment management services based on a percentage of assets under management. For more information, take a look at Mosaic’s pricing.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,500,000

General

Steve Branton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Private Ocean in San Rafael, CA and the surrounding communities.

Financial Advisor Overview

At Mosaic, we prefer to work with the whole person, not just their portfolio. Steve’s mission is to serve clients as their thought partner in development and ongoing implementation of their financial life plans.

Financial Advisor Experience

Steve has a degree in Economics from Tulane University and completed his financial planning studies at Southern Methodist University.

Steve has worked in the financial planning field since 2007; he earned the CERTIFIED FINANCIAL PLANNER™ designation in 2009, and joined the Mosaic team in 2011. Steve is an Accredited Domestic Partner Advisor (ADPA) and a Certified Co-Active Coach® (CPCC). He received his training at the Coaches Training Institute (CTI), and is also accredited via the International Coach Federation as an Associate Credentialed Coach (ACC).

Steve currently serves as co-chair of the Professional Advisory Board of the Horizons Foundation. As a core part of his professional mission, he annually volunteers for SF Financial Planning Days, which provides local residents with access to free and objective advice. Steve recently co-organized the first of its kind pro bono planning day at the SF LGBT Center. He has also volunteered as a planner at the Jewish Community Center’s annual Aging Gracefully Fair, the SF Spanish Financial Advice Line and student planning days at the City College of San Francisco. Steve has been a speaker on planning topics for the Earned Asset Resource Network (EARN) and Treasure Island Job Corps.

As an experienced Bay Area financial planner, Steve has been interviewed by the Wall Street Journal, USA Today, Time, the San Francisco Business Times, and other publications, and he writes articles on a variety of financial topics, including cross-border planning, crowdfunding, and marriage planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Accredited Domestic Partner Advisor (ADPA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Mosaic Financial Partners, Inc. is a fiduciary and RIA, not a broker-dealer. For more information, please see our disclosures.

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Women's Finances