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Oakland Money Manager, Oakland Financial Advisor, Oakland Financial Planner

Convenient meeting locations in the greater Oakland area:

If you have over $850K in investable assets, we are happy to meet with you near Oakland. Our standard minimum (without a meeting) is $600K.

Wealth Advisor Berkeley CA/Private Money Manager Berkeley CA

Situated overlooking the San Francisco Bay, the Claremont Hotel sets new heights in service, amenities, and accommodations. With three distinct restaurants, the Claremont offers you a choice of foods, spirits, and surroundings to suit your mood and your palate.

Claremont Hotel & Spa - Berkeley
41 Tunnel Road
Berkeley, CA 94705

Financial Advisor Danville/Private Wealth Manager San Francisco

Nestled against the foothills of Mt. Diablo, Crow Canyon Country Club combines the unique spirit of the Bay Area with the finest country club traditions from around the world. It is a premier private country club offering challenging recreational facilities, as well as the perfect ambience for elegant social and business gatherings.

Crow Canyon Country Club
711 Silver Lake Drive
Danville, CA 94526

Wealth Advisor Napa CA/Private Money Manager Napa CA

Enjoy Celadon's award-winning 'Global Comfort Food' in their beautiful dining room or on the lovely courtyard. The seasonally influenced menu features flavors from the Mediterranean, Asia, and the Americas. They are located in the Historic Napa Mill.

Celadon - Napa
500 Main Street, Suite G
Napa, CA 94559

Wealth Advisor San Ramon CA/Private Money Manager San Ramon CA

The Brass Door features USDA Choice, Midwestern, corn fed beef, fresh seafood, spectacular salads, and fresh pasta. It has become "the local meeting place" for business and social events in the San Ramon Valley. A place where generation after generation of families have come to meet friends and family.

The Brass Door - San Ramon
2154 San Ramon Valley Blvd
San Ramon, CA 94583

Wealth Advisor Livermore CA/Private Money Manager Livermore CA

Since The Restaurant at Wente Vineyards opened in 1986, the ingredient-focused philosophy has taken Bay Area fine dining to the next level, quickly earning the reputation as a must-experience wine country destination restaurant. The open architecture is inviting and the air alive with rich, savory aromas.

Restaurant at Wente Vineyards
5050 Arroyo Road
Livermore, CA 94550

Financial Advisor Fremont CA/Private Wealth Manager Femont CA

The French name for butterfly - has been quietly serving lunch and dinner patrons from near and far with elegance and panache. Fine dining and attention to customer service are not just words here. Diners are welcomed graciously. Working with fresh seasonal ingredients, the menu at Papillon takes advantage of each season.

Papillon Restaurant - Fremont
37296 Mission Blvd
Fremont, CA 94536

To schedule a meeting with Ciovacco Capital Management in the Oakland area, please email:

Financial Planner Oakland CA / Private Wealth Manager Oakland CA

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Offerings and Fees