What
image
  • Accessories
  • Accountants
  • Acupuncture
  • Adjusters
  • Adult Homes
  • Air Conditioning
  • Alarms
  • Albums
  • Alterations
  • Alternative Medicine
  • Ambulance
  • Amusement
  • Antiques
  • App Developers / Computer Programmer
  • Appliances Repair
  • Appraisers
  • Arba Minim / Lulav & Etrog
  • Arcade Rentals
  • Architects
  • Artists
  • Asbestos Removal & Inspection
  • Assisted Living
  • ATM Machines
  • Attractions
  • Awnings
  • Baby Accessories
  • Baby Clothes
  • Baby Gifts
  • Baby Nurses
  • Babysitting
  • Balloons
  • Bands
  • Banks
  • Bar Mitzvah
  • Barber Shops
  • Bargain Stores
  • Bath & Accessories
  • Bath Tubs
  • Beading
  • Beauty
  • Benchers
  • Beverages
  • Bicycles
  • Bikur Cholim
  • Blinds & Drapery Cleaning
  • Boiler Repairs & Cleaning
  • Bookkeeping
  • Books
  • Bridal Boutique
  • Business Development
  • Business Services
  • Business Training
  • Cakes
  • Calendars
  • Cameras
  • Candles
  • Car / Auto
  • Car Leasing
  • Car Rentals
  • Car Services
  • Cards
  • Career Services
  • Carpet Cleaning
  • Cartridges
  • Cash Advances
  • Cellular / Mobile Phones
  • Cemeteries
  • Central Vacuums
  • Ceramics
  • Certified Deeds
  • Chasunah Malls
  • Checks
  • Childbirth Classes
  • Childcare
  • Chinaware
  • Chiropractors
  • Cleaners
  • Cleaning Service
  • Closet Organizers
  • Clothing
  • Coaches
  • Comedians
  • Commercial Real Estate Agent
  • Community Organizations
  • Community Services
  • Computer / IT Consulting
  • Computer Lessons
  • Concrete
  • Construction
  • Consultants
  • Consumer Products
  • Containers
  • Cookies
  • Copiers Sales & Service
  • Cosmetics
  • Costumes
  • CPR Classes
  • Craft Stores
  • Credit Card Advisory
  • Credit Card Processing
  • Currency Exchange
  • D.J.
  • Dairy Products
  • Dance
  • Dancing Lessons
  • Data Recovery
  • Day Care
  • Debt Settlement
  • Decks
  • Decorators
  • Delivery Service
  • Demolition
  • Dentists
  • Dermatologists
  • DJ
  • Doctors
  • Doors
  • Doula
  • Drapery
  • Driving Schools
  • Drug and Alcohol Rehabilitation
  • Dry Cleaning
  • Dry Goods
  • Dryer Vent Cleaning
  • Ear Piercing
  • Education
  • Electrical Supplies
  • Electricians
  • Electrolysis
  • Electronics
  • Embroidery
  • EMT Courses
  • Engineering
  • Engraving
  • Entertainment
  • Environmental
  • Event Planning
  • Excavation
  • Exercise
  • Exercise Equipment
  • Exterminating
  • Fabrics
  • Fences
  • Filing Services
  • Film
  • Finance
  • Financial Services
  • Fire Damage Cleaning
  • First Aid Classes
  • Fish
  • Flood Cleaning
  • Flooring
  • Floors
  • Florists/Flowers
  • Food Decorating
  • Food Products
  • Funerals
  • Furniture
  • Garage Doors
  • Garbage Removal & Maintenance
  • Gardening
  • Gas Stations
  • Gift Wrapping
  • Gifts
  • Glass & Mirrors
  • Glasses
  • Gown Rentals
  • Granite
  • Graphic Designers
  • Gutters
  • Gym
  • Hair Courses
  • Hair Salon
  • Halls
  • Handbags
  • Handyman
  • Hardware & Housewares
  • Hats
  • Heach Coach
  • Headpieces
  • Health Products
  • Healthcare
  • Hearing Aids
  • Heating & Cooling
  • Home and Renovation
  • Home Care
  • Home Improvement
  • Home Inspection
  • Hospitals
  • Hotels
  • Hotels & Resorts
  • HR
  • Insulation
  • Insurance
  • Interior Decorator
  • Interior Designer
  • Internet Filtering
  • Interpreting Services
  • Invitations
  • iPhone / iPad / Cellphone Repair
  • Jewelry
  • Jewelry Repair
  • Jewish Businesses
  • Jewish Music
  • Jewish Schools
  • Jewish Singles Trips & Programs
  • Jewlery
  • Journalists
  • Judaica
  • Ketubot
  • Keyboard Lessons
  • Kiosks
  • Kitchens
  • Kosher Bakery
  • Kosher Brands
  • Kosher Catering
  • Kosher Cruises
  • Kosher Devices
  • Kosher Food Truck
  • Kosher Restaurants
  • Kosher Travel Destinations
  • Landscaping
  • Laser Hair Removal
  • Law
  • Lawyers
  • Lending/Banking
  • Life Insurance
  • Lifeguards
  • Lighting
  • Linen
  • Lingerie
  • Liquor Store
  • Locksmiths
  • Lost Assets
  • Luggage
  • Lumber
  • Mac Consulting
  • Mailbox Rentals
  • Makeup
  • Makeup Artists
  • Marketing & Advertising
  • Marriage Counseling
  • Massage Therapists
  • Matchmakers / Shadchans
  • Maternity
  • Mattresses
  • Mechanics
  • Media
  • Media & Entertainment
  • Medical Centers
  • Medical Insurance
  • Medical Spa
  • Medical Supplies
  • Mens Clothing
  • Mental Health
  • Mikvahs
  • Mohels
  • Mold Removal
  • Moldings
  • Mommy & Me
  • Money Changer
  • Monuments
  • Mortgages
  • Mortuaries
  • Motor Vehicles
  • Movers
  • Museums
  • Music
  • Musicians
  • Non-Profits
  • Notary
  • Nurses
  • Nursing Homes
  • Nursing Products
  • Nutritionists
  • Occupational Therapists
  • Odor Control
  • Office Management
  • Optometrist
  • Orchestras
  • Orthodontist
  • Orthopedics
  • Orthotics
  • P.A. Systems
  • Packaging
  • Painters
  • Party Goods
  • Party Planner
  • Party Rentals
  • Passover Programs
  • Patents
  • Paving
  • Payroll Service
  • Personal Chef
  • Personal Trainers
  • Pesach Catering
  • Pest Control
  • Pharmacies
  • Photographers
  • Physical Rehabilitation Center
  • Physical Therapists
  • Piano Lessons
  • Piano Tuning & Repair
  • Picture Framing
  • Pilates
  • Plastic Surgeon
  • Playground Equipment
  • Playgroups
  • Plumbers
  • Plumbing Supplies
  • Podiatrists
  • Pool & Spa
  • POS / Point Of Sale Systems
  • Pottery
  • Printing
  • Private Chef
  • Produce
  • Professional Organizer
  • Projectors
  • Promotions
  • Property Management
  • Publications
  • Radiators
  • Radiology
  • Real Estate
  • Realtors / Real Estate Brokers
  • Recording Studios
  • Recovery Center
  • Reflexology
  • Rehabilitation
  • Renewable Solar Energy
  • Restaurant Equipment
  • Restoration
  • Resumes
  • Retail
  • Retirement Planning
  • Roofing
  • Rosh Hashana Programs
  • Rubbish Removal
  • Safes
  • Security
  • Senior Living
  • Seniors & Slow Walkers Tours
  • SEO - Search Engine Optimization
  • Sewer & Drain Service
  • Sewing Machines
  • Shatnez Laboratorie
  • Shavuot Programs
  • Shelving
  • Shipping
  • Shoe Repair
  • Shoes
  • Shower Doors
  • Shtreimels
  • Shuls / Minyanim
  • Signs
  • Silver
  • Singers
  • Skin Care
  • Skylights
  • Social Media Marketing
  • Social Services
  • Sofrim / Sofer Stam
  • Sound & Lighting
  • Speech Therapists
  • Sports
  • Stamping
  • Storage
  • Sukkah
  • Sukkot Programs
  • Summer Camps
  • Summer Vacations
  • Supermarket
  • Tableware
  • Tailoring
  • Tax Service
  • Telecommunications
  • Therapists
  • Tires
  • Tour Guides
  • Towing
  • Toys
  • Transportation
  • Travel Agencies
  • Travel Insurance
  • Tree Service
  • Tutoring
  • Typesetting
  • Uniforms
  • Upholstery
  • Upholstery Cleaning
  • Vacation Rentals / Villas
  • Van Service
  • Vanities
  • Venetian Blinds
  • Venues
  • Video & Film Production
  • Videographers
  • Virtual Assistants
  • Voice Lessons
  • Voiceover
  • Waiters
  • Wallpaper
  • Watch Repair
  • Watches
  • Waxing
  • Web Designers
  • Weddings
  • Weight Loss
  • Wigs / Tichels / Womans Head Coverings
  • Window Shades Installation
  • Window Treatment
  • Windows
  • Wine & Liquor
  • Winter Vacations
  • Womens Wear & Accessories
  • Wrapping
  • Writers
  • Yarns & Accessories
  • Yoga
Where
image
image

Rapport Financial, Jewish Financial Advisor Team in San Francisco, CA!

Why Rapport Financial?

1. Management team has extensive experience in the wealth management industry advising individuals and families with over $500mm in assets. Having worked at both large banks and boutique advisory firms, we’re able to leverage the best of both worlds for our clients.

2. Independent Institutional Quality investment offering tailored to your unique situation. Rapport’s investment offering consists of institutional quality investments and asset managers.  Our business model allows for clients to receive an offering previously accessible only by the ultra-wealthy.

3. Boutique Practice where our role is to act as your personal chief investment officer (CIO).  Have a question about mortgage rates, long-term care insurance, life insurance, retirement, business lending, or tax minimization strategies?  As your trusted advisor, we don’t limit our advisory services to the assets we manage.

4. Fiduciary.  Rapport is a fiduciary.  We are legally required to put our clients’ financial best interests first.  As an independent registered investment advisor we are not compensated to sell investment products.  This model allows for our interests to be fully aligned with those of our clients.

5. Established Professional Network. Over the years, Rapport has developed relationships with some of the most recognized professionals in the fields of tax and estate planning, investment research, asset management, banking, and risk management.

Q What are the three steps of your process?

1. Assess Risk Tolerance. Build Rapport.
Initial meetings are designed to obtain a deep understanding of a client’s investment mindset (views on risk), investment approach (views on loss) and investment purpose (who/what they are investing for).

During this initial stage of discovery, which we call building rapport, we focus on defining a client’s life priorities and goals.

We then have clients complete a risk assessment to determine their risk number, a quantitative way to pinpoint how much risk they want, how much risk they need to take to reach their goals, and how much risk they have in their overall portfolio. The old way of stereotyping investors risk tolerance based on their age just doesn’t work , because every investor is so different.

2. Financial Planning and Analysis
Planning is the most critical element of wealth management. During this step, we work with you to provide a well thought out plan of action that will help you get the most out of your finances for years to come.

Just as investors in a business expect the management team to have a solid written plan to demonstrate an effective business strategy, investors in a fiduciary arrangement are entitled to expect a well thought out written plan for long term financial success.

Leveraging our State-of-the-Art Financial Planning Software we take you through the 7-Step Financial Planning Process designed by the CFP Board, leaving no stone unturned.


3. Portfolio Construction and On-Going Management.
The third and final step is recommending and implementing the investment portfolio with client-appropriate risk parameters. The process doesn’t end with portfolio implementation. As a fiduciary, we continue to monitor your portfolio and perform the following services, always putting your financial well-being first.

Discretionary Asset Management
Manager and Strategy Selection
Cash Management
Asset Allocation
Portfolio Rebalancing
Tax-Loss Harvesting
Monitoring and Portfolio Maintenance
Consolidated Performance Reporting

Rate us and Write a Review

Your Rating for this listing

angry
crying
sleeping
smily
cool
Browse

Your review is recommended to be at least 140 characters long

You agree & accept our Terms & Conditions for posting this review?

image

You agree & accept our Terms & Conditions for posting this information?.

Your request has been submitted successfully.

  • todayTime Saturday
Show All Hours
  • Monday09:00 AM - 05:00 PM
  • Tuesday09:00 AM - 05:00 PM
  • Wednesday09:00 AM - 05:00 PM
  • Thursday09:00 AM - 05:00 PM
  • Friday09:00 AM - 05:00 PM
  • $$$$
  • Price Range Varies - Commission
building Own or work here? Claim Now! Claim Now!
image

Enter Your Travel Details

Send message to WBusiness

Your request has been submitted successfully.