TRPG Locations
San Ramon, CA Area
Tailored financial strategies and guidance for San Ramon and East Bay Area clients.
2603 Camino Ramon, Suite 426, San Ramon, CA 94583
TRPG Locations
San Ramon, CA Area
Tailored financial strategies and guidance for San Ramon and East Bay Area clients.
2603 Camino Ramon, Suite 426, San Ramon, CA 94583
Financial Advisors Serving San Ramon and the East Bay
Our dedicated financial advisors and retirement planners in San Ramon, California are here to help you navigate your financial life with clarity and confidence. Whether you’re looking for personalized wealth management, retirement planning, or tax-focused financial strategies, we tailor our approach to reflect your goals, lifestyle, and comfort with risk.
Located in the heart of Contra Costa County, our San Ramon office proudly serves clients across the East Bay and surrounding communities—including Danville, Dublin, Pleasanton, Walnut Creek, and other nearby areas. We understand the financial dynamics unique to this region, from navigating California’s tax landscape to planning for life in one of the most vibrant areas of the Bay. Whether you live in a thriving city or a quieter neighborhood, we work to simplify complex financial decisions and help you stay on track for the long term.
We offer flexible meeting options, including in-person consultations in San Ramon, virtual meetings via Zoom, or arrangements that best suit your preferences. By taking time to understand your unique situation, we develop financial strategies designed to support your future, wherever life takes you.
Our Services
Retirement Planning
Estate Planning
Portfolio Management
Bookkeeping
Wealth Management
Payroll
Tax Return Prep and Filing
Rebalancing
Why Choose The Retirement Planning Group?
At The Retirement Planning Group, you’ll have a dedicated team of professionals, including a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager, all working together to provide exceptional service.
Choosing the right financial advisor is crucial to meeting your unique needs. Our San Ramon-based team has decades of experience in retirement planning, wealth management, and financial advising. Join over 2,900 families nationwide* who trust The Retirement Planning Group with their financial future.
*As of 12/31/2024
MEET OUR TEAM SERVING THE SAN RAMON AREA
Jay is a Senior Wealth Manager at The Retirement Planning Group, proudly serving clients in San Ramon and across the East Bay. With over a decade of experience in wealth management and a background in engineering, Jay brings a thoughtful, process-driven approach to every financial plan. His commitment to doing what’s right for each client is unwavering—offering transparent, fiduciary guidance built on trust. Whether helping families prepare for retirement or plan their financial future, Jay makes complex decisions feel clear and approachable.
Jay Doraiswami
Senior Wealth Manager
Schedule Your Consultation Today
Take the first step toward securing your financial future. Contact The Retirement Planning Group today to schedule a consultation with one of our experienced financial advisors or retirement planners. Let us help you build the financial confidence you need to live your best life, right here in San Ramon, California.
We offer a complimentary consultation to discuss your financial goals and how we can help you achieve them. Contact us today for a 10-minute consultation or fill out the form below.