Find a Worth® Leading Wealth Advisor™
Worth® Leading Wealth Advisors™
Mosaic Financial Partners Inc
Norman M. Boone
Founder and President
San Francisco, CA 94108
Total Firm Assets: $450 million
Largest Client Net Worth: $30 million
Osborne Partners Capital Management
Deglin F. Kenealy
Chief Executive Officer
San Francisco, CA 94104
Total Firm Assets: $1.1 billion
Largest Client Net Worth: $50 million+
Wood Gutmann & Bogart Insurance Brokers
Lisa Doherty
Manager, Personal Insurance Division
Tustin, CA 92780
Largest Client Net Worth: $250 million
Total Firm Assets: $900 million
Largest Client Net Worth: $500 million
The Shafer Barber Winkler Group at Morgan Stanley
Matthew T. Shafer
Financial Advisor
Boca Raton, FL 33432
Total Firm Assets: $400 million
Largest Client Net Worth: Confidential
Largest Client Net Worth: High-level Forbes 400
Largest Client Net Worth: $500 million+
Curator
12/26/12
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