About
They offer personalized wealth planning and investing strategies, with a focus on protecting what matters most to their clients. Their team of financial professionals, including Ryan Baker, Michael Strohl, Tom Befumo, Jeff Gustafson, Clara Hollin, Katherine Phillips, Scott Ida, and Jesse Woods, are licensed to provide financial guidance and investment advice. Open Advisors is headquartered in San Ramon, California, and serves clients across the nation.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Wealth Planning
Open Advisors helps individuals plan for, invest in, and protect their financial futures through personalized wealth planning and investing strategies.
Investing
Their team of financial professionals provides investment advice and strategies tailored to each client's unique financial profile.
Financial Guidance
Open Advisors offers financial guidance and advice to help clients make informed decisions about their financial futures.