Welcome

Whether you are a small business owner looking to develop a retirement plan for your company, or an employee ready to retire, Robert J. Eldred may be able to help. As a CERTIFIED FINANCIAL PLANNER™, Robert has the experience and resources to help you plan your next step.

His San Francisco office is in the historic Mechanic's Institute and Library building on Post Street at Montgomery. The office is conveniently located near the One Post Plaza entrance to the Montgomery BART Station.

Call today to confidentially discuss your situation with Robert, and to determine what level of planning is right for you.

(925) 757-3700

Our Services

Financial Planning

The pace and complexity of managing modern finances may leave some people unprepared for a successful financial future. If you are feeling less than confident about your future, a well-prepared financial plan will help put you in control.

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Asset Management

Independent Research

Robert J. Eldred, CFP® is supported by LPL Research, one of the largest independent research organizations in the industry. With access to timely and detailed information, computer-modeling tools, and market intelligence, Robert makes informed decisions on your behalf. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Robert will thoroughly analyze the objective research provided by an extensive team of full-time investment professionals and select those investments suited to your unique financial situation.

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Small Business Retirement Plans

A quality retirement plan ranks as a top priority when candidates are considering potential employers. In helping you select from a broad range of plans, I will tailor a strategy that matches your company size, compensation structure and culture, reinforcing recruitment efforts and helping boost the overall satisfaction of talented employees. Plus, many employer-sponsored plans offer significant tax benefits to the company.

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