Financial Planning and Investment Management on the Bay Area Peninsula
Our San Carlos team members work in collaboration with Abacus colleagues across the country to provide comprehensive wealth management services to individuals, families, nonprofits, and foundations, both in-person and virtually.
Areas of Specialization
- Retirement Planning
- Socially Responsible & Impact Investing
- Tax Planning
- Insurance Analysis
- Estate Planning
- Education Planning
- Cash Flow Optimization
- Company Retirement Plans
- Social Security Optimization
- Tax Efficient Investing
- Long-term Care & Medicare Planning
- Donor Advised Funds & Charitable Trusts
Looking to expand what's possible with your money?
Schedule an introductory call.
Our San Carlos Office
973 Laurel Street
San Carlos, CA 94070
9:00am to 5:00pm (PT)
At Abacus, we understand the considerable time and emotional energy spent worrying about truly having enough to achieve your most important goals. Both our innovative financial planning process and evidence-based investment strategy have helped thousands of clients stop worrying about money so they can fully experience life. We do this by:
Combining financial analysis with emotionally intelligent insights about where you are and what you value most.
Providing actionable, values-aligned financial advice that gives you meaning and purpose around your money.
Bay Area Financial Advisors and Client Support Team
How Abacus is Expanding What’s Possible in San Carlos
As an active community member, Abacus is proud to sponsor and support organizations throughout the Bay Area. We are also enthusiastic coaches in local Youth Soccer and Little League. We offer in-person and online financial literacy courses, as well as pro bono financial check-ups for our community.