Private Ocean Continues Active Role in the Community

Wealth Management Firm Advisors, Founders Appointed to Community Positions

SAN RAFAEL, Calif.--(BUSINESS WIRE)-- Ralph Latza of Private Ocean, a Marin County wealth management firm, has been elected President of the San Francisco Chapter of the Financial Planning Association for the 2011-2012 term. The San Francisco Chapter of the Financial Planning Association is a dynamic community of nearly 500 financial professionals who come together to learn, share resources and promote financial planning excellence throughout the San Francisco Bay Area.

More recent developments involving Private Ocean executives include:

• Private Ocean advisor Charles (Chip) Pyfer was elected to the Board of Directors of the Marin-Sonoma Boys and Girls Club.

• Private Ocean co-founder and CEO Richard Stone was appointed chair of the finance committee at Dominican University of California.

• President and Private Ocean co-founder Greg Friedman has been invited to teach a class at Golden Gate University. As part of the curriculum, he’ll share his experiences running a wealth management practice and educate students about building and managing a financial planning operation.

About Private Ocean

Private Ocean is a unique class of wealth management firm engineered to give clients the intimate experience of a small firm, while harnessing the power and discipline of a large one. The 25-person Private Ocean team seamlessly integrates personal financial planning and institutional-class investing for its clients, who interact directly with a tight-knit team of industry pioneers and leaders.

Stone and Friedman bring more than 60 years of combined wealth management experience and a reputation that is recognized across the industry. Their firm has been honored as one of the Top 100 Registered Investment Advisors (RIAs) nationwide seven times by Worth Magazine. In 2009 they were chosen by San Francisco Business Times as one of the Top 25 Independent Advisors and one of the Most Influential Advisors by Investment Advisor Magazine. The firm was also named number 4 in the San Francisco Business Times list of Top 25 independent RIAs in 2008.

Private Ocean (www.privateocean.com) is one of the oldest privately-held wealth management firms in the San Francisco Bay Area. Founded by Richard Stone and Greg Friedman, the firm has nearly $700 million in assets under management. Private Ocean works with senior executives, business owners and other affluent individuals with a minimum of $2 million to invest.

Photos of Private Ocean executives available on request. Email [email protected] or call Susan Dickson at 415-526-2900.

Private OceanSusan Dickson, 415-526-2900
[email protected]

Source: Private Ocean