About this location
The Carson Wealth Bay Area location is led by Brad Dillon Managing Director/Senior Wealth Advisor. Brad and the San Francisco Bay Area financial advisors have over 32 years of experience helping families, individuals and business owners make the complex simple. The stakeholders strive to help clients pursue their passions without worry or regret. With a focus on comprehensive financial planning, the Bay Area team assists clients with investment management including socially responsible solutions, tax planning, estate planning, risk management and trust services.
Conveniently located in San Rafael, just 13 miles north of the Golden Gate Bridge, the Bay Area office offers stunning views of the San Francisco Bay. The team hosts a variety of educational workshops, events and social gatherings for clients to enjoy. Please visit the events page for a full list of upcoming activities hosted in the Bay Area.
Contact us
San Francisco Bay Area Office
2370 Kerner Boulevard #350
San Rafael, CA 94901
Phone: (415) 461-6248
San Francisco Bay Area Community Partnerships
The Carson Wealth Bay Area team is a proud supporter of the Marin Museum of Contemporary Art. MarinMOCA is entering its 35th year of providing high-quality art education and free exhibitions to the art-loving public. They have created a unique model that merges the leadership of local artists with the resources of a museum which creates exhibitions of national caliber.
Brad Dillon has been a member and supporter of Rotary International since 2008. Rotary is a global network of 1.2 million neighbors, friends, leaders and problem-solvers who see a world where people unite and take action to create lasting change – across the globe, in communities and in ourselves.