Phone:    Richard Boyer  - 415-461-4143

               Nathan Cobert  - 415-479-1777

               Blair Martin      - 415-461-4961

 

 

Welcome to the website of Stonebridge Financial Group.  We assist our clients in achieving their financial goals and objectives through Retirement planning, executive benefits, investment management, business continuation, qualified and non qualifed plan design, and estate planning services.

Our objective is achieved through reviewing, analzying and designing the most competitive and cost effective financial strategies in today's market, working in conjunction with our clients' other advisors. Our commitment evolves from the creative design and implementation process to continual client support.

We are dedicated to the time, thought, experience and communication which enable us to give an exceptional degree of client service.

Richard is a principal in Stonebridge Financial Group and has been practicing in the areas of insurance and financial services in Marin County, CA since 1974. He has experience in business succession, retirement and strategic estate planning*. He also assists clients in accumulating, protecting and preserving their assets. He is affiliated with AXA Advisors LLC and is a member of the Platinum Select Group of AXA. Richard runs the 4040 Civic Center Dr., Ste. 225, San Rafael office.



Nathan Cobert is a CERTIFIED FINANCIAL PLANNERTM and Chartered Financial Consultant heads up the 165 No. Redwood Dr., Ste. 100, office in San Rafael, CA. As a principal of Stonebridge Financial Group  Nathan focuses his business on financial planning** and overseeing investment asset accounts. He and his team analyze prospective clients' existing holdings and develop recommended portfolios. Regular meetings are held to analyze the performance of the accounts and to review any recommended changes. Through our broker/dealer AXA Advisors, we can offer non-fee-based and fee-based asset management programs. We develop portfolios with proper Asset Allocation strategies custom designed for our clients' situation and objectives, provide ongoing portfolio analysis and oversight and coordinate that portfolio with the retirement plan.

Blair Martin is a Financial Consultant and principal in Stonebridge Financial Group and has been practicing in the the financial services industry in both Marin and San Francisco County, CA since 2001.  Blair specializes in financial planning and wealth management for his private clients. Blair also concentrates his business on helping small to mid size companies meet their retirement plan needs through the design and implementation of qualifed and non-qualified plans.  Blair is affiliated with AXA Advisors and is a member of the Platinum Select Group.  Blair practices out of the 4040 Civic Center Dr., Ste. 225 office of Stonebridge Financial Group.  Blair is a graduate of The University of Oregon with a degree in International Business.  Blair was born and raised in Marin County where he continues to live with his wife and two children.

 

*Funded through the use of life insurance.

**Financial Plans are offered through AXA Advisors.



CFP® and CERTIFIED FINANCIAL PLANNERTM are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completed the CFP Board's initial and ongoing certification requirements.