Louis Batmale is the only advisor to receive the Forbes Best-In-State Wealth Advisor award (2021-2024). The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Louis F. Batmale, AIF®
Accredited Investment Fiduciary®
LPL Financial Advisor, Principal and Owner
Donna A. Zermeño, FPQP™
Financial Paraplanner Qualified Professional™, Chief Operations Officer, Notary Public
(415) 256-8966
Strategize
Our approach to comprehensive wealth management is a fundamental belief that we must first understand the “complete picture” before we earn the right to offer you our financial and investment advice and that we aim to understand the importance of our clients dedication to family and community and the commitment to their financial future.