BAY

Personal Financial Planning and Investing for the future is like planning a sailing trip. When you start on your trip, you have no idea how the trip will really go. Neither does the captain. The Bay is one of the most challenging places to sail because of the high wind, strong currents, fog and other ships - pleasure and commercial. You could run into many different types of problems or you could have a smooth sail. Certainly, the captain will try to use his or her experience, technology and the advice of the crew to navigate and work through problems and go for the smoothest sail, but if they're honest, they can't promise a problem free trip. Their job is simply to get you to your destination on time and withthe least difficulty while keeping you informed

Primary location: Sunnyvale United States