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Shira Ridge Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Shira Ridge Wealth Management is a small financial services practice offering financial planning and investment management, based in San Rafael in Marin County, California. Its client base includes individuals, families, and nonprofit organizations they care about, and the firm aims to provide financial clarity and confidence about the future. The team operates from a compact setup, indicating a localized, client-centered service model. 

As part of the financial services industry, the firm provides comprehensive planning and investment guidance to help clients align their decisions with long-term goals and legacies. Based in San Rafael, California, the practice operates with a small team, reflecting a locally oriented, hands-on approach to wealth management.

Find Shira Ridge Wealth Management employees' phone numbers or email addresses

Shira Ridge Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Shira Ridge Wealth Management's Leadership

  • Stylized image of a person
    A. R.
    Client Services Manager
    Mobile Phone

Shira Ridge Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Business

Contact profiles from Shira Ridge Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. R.
    Client Services Manager
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Shira Ridge Wealth Management known for?

Minus sign iconPlus sign iconShira Ridge Wealth Management was founded in 2000 operates in the Financial Services industry. Explore Shira Ridge Wealth Management's company overview page for more information.

What is Shira Ridge Wealth Management's most common email format?

Minus sign iconPlus sign iconShira Ridge Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shira Ridge Wealth Management email formats with LeadIQ.

How many employees does Shira Ridge Wealth Management have currently?

Minus sign iconPlus sign iconShira Ridge Wealth Management has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Shira Ridge Wealth Management's key employees and leadership?

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As of August 2026, Shira Ridge Wealth Management's key employees include:

  • Client Services Manager: A. R.

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