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.