SPECIAL ADVERTISING SECTION
PRIVATE OCEAN SURROUNDS CLIENTS with industry leaders and pioneers. The people who work
for you include:
• The co-author of the financial planning industry’s first code of ethics
• Investment committee co-chairs with rock-solid judgment, based on decades of experience
navigating market cycles
• An innovator in personal financial planning
• Two recipients of prestigious Schwab IMPACT® Awards
• An industry veteran who managed a $30 billion portfolio on Wall Street
These aren’t figureheads or just names on a web site. They’re some of the top minds in wealth
management. They listen closely to you, plan with you, develop investment strategy with you and
monitor all your portfolio activity, complemented by a tight-knit team of seasoned specialists.
We’ve structured our firm so it’s large enough to deliver highly sophisticated planning and investments.
We’ve kept it small enough to take extraordinary care of our clients at all times. Our goal is to
introduce affluent investors to a place where the experience is deeply personal, and the resources and
opportunities are immense. Learn more at www.privateocean.com.
To start a conversation, please contact COO Susan Dickson: firstname.lastname@example.org
PERSONAL, POWERFUL WEALTH MANAGEMENT
100 Smith Ranch Road, Suite 300
San Rafael, CA
The Private Ocean team — 24-people strong —
features experts in financial planning, investing,
insurance, philanthropy, business succession
planning and more.