East Rock Financial Services, LLC
East Rock Financial Services, LLC (CRD# 147949) is a financial advisory firm headquartered in San Francisco, CA. They manage $48,000,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$1,500,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Rebecca Contin (CRD# 4317249) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Greenbrae, CA and has over 16 years of experience in the finance industry. Rebecca Contin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephanie Lee (CRD# 5580394) is an Investment Advisor Representative working at East Rock Financial Services, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.