San Francisco, CA

 San Francisco Office

1220 Oakland Boulevard
Suite 200
Walnut Creek, CA 94596

 Phone

925.388.0372

Wealth Management & Trust Services

The San Francisco financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:

Located in the East Bay region of the San Francisco Bay Area, the San Francisco office was established in 2023 as an expansion of Blue Trust’s Orange County office, which has been providing individuals and families in California personalized services and custom solutions to meet their financial needs and goals since 1993 and operates under the leadership of managing director, Mike Haddad. Senior private wealth advisor, David Sylvester, provides local management to the San Francisco financial advisors and brings over 25 years of experience from the financial services industry. Their desire is to see individuals and families in California receive personalized services and custom solutions to meet their financial needs and goals.