Congratulations to David Carey for being named as a Best in State Wealth Advisor by Forbes | Shook. This year's Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
San Francisco, CA
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
The Oppenheimer San Francisco Private Client offices are located in the heart of the city’s vibrant financial district and are home to a growing group of dynamic retail Financial Advisors. Combining a local presence and Silicon Valley with the national framework of a recognized Wall Street boutique, we are able to deliver the integrated strategies and expertise today’s individuals and institutions need today.
Oppenheimer’s team of nationally recognized equity research analysts, investment bankers, institutional equity and bond traders and asset management teams – all located here in San Francisco - work collaboratively to deliver the best service and strategies to our clients.
At Oppenheimer, the “good old days” are happening right now. We are providing our clients and Financial Advisors with a wide range of resources and support to grow and develop their business.
We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, one advisor from the San Francisco office, David Carey, added to that success record by being named to the 2020 Best in State Wealth Advisors List.
If you would like to learn more about Oppenheimer & Co. Inc. and opportunities with the San Francisco office, call John Wade on his private line at 415-438-3065, or email him at John.Wade@opco.com. All inquiries will be handled with the strictest level of confidence.
Best in State Wealth Advisor
Managing Director - Investments
Our Story in Numbers
Billion Client Assets under Administration
Branch Offices across the United States
Customer Asset Protection
Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.Read More Customer Asset Protection
Products & Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.