← Our TeamFounder & Managing Partner
Barbara Heaton
Financial Planner · CFP®, CLU®, ChFC®
OfficeBay AreaAdvising families since 1987Forbes Best-in-State honoree, 2022–2026**
Barbara has advised families across planning, insurance, and estate strategy since 1987. Her practice grew around the families who stayed: second and third generations who needed the same coordination their parents had. She has been named to the Forbes Best-in-State Wealth Advisors list every year from 2022 through 2026.
She works from the Bay Area and leads the firm's multigenerational and concentrated-position work.
One conversation is enough to know whether we can help.
No charge, no obligation, and no pitch.