Personalized investment management strategies designed by a fiduciary financial advisor, aligning your goals, time horizon, and risk comfort. As a trusted wealth manager serving Oakland, California and the San Francisco Bay Area, we provide steady, ongoing guidance tailored to your financial future.
Comprehensive financial planning that connects cash flow, debt, savings, and investments into one practical roadmap. Our team of financial advisors and financial planners in Oakland and San Francisco focuses on clear, honest strategies that support long-term wealth management and financial stability.
Build an employer-sponsored retirement plan, including 401(k) plans, that truly supports your team. From plan design to investment advisory and participant education, our private wealth advisor approach helps businesses across the Bay Area create retirement plans that work for everyone involved.
For more than forty years, I have been helping children, families, and businesses learn, grow, and move forward with confidence. I have seen how people change when they gain clarity and understanding. That belief is at the core of Roxell Wealth, and it continues to guide my work today as a wealth manager based in Oakland, California / the San Francisco Bay Area and serving clients nationwide.
Today, I serve as a single point of contact fiduciary financial advisor for my clients. I am the person they turn to when making important financial decisions—whether it involves financial planning, investment management, or long-term retirement planning. This comes from truly understanding each client’s situation and consistently putting their best interests first.
I listen carefully, explain everything with patience until fully understood, and keep my focus on what really matters, your financial peace of mind.
Published April 2nd, 2026
Managing money today feels a lot like juggling flaming torches while walking a tightrope. Between work demands, family needs, and life's unexpected twists, it's easy to feel overwhelmed by scattered accounts and advice coming from all directions.
Published April 1st, 2026
I get it - starting out with do-it-yourself investing or using robo-advisors feels empowering. For many mid-career professionals juggling and stressing over work, family, and other priorities, the appeal is clear: easy access, low fees, and the evident satisfaction of steering your own financial ship.
Published March 31st, 2026
Retirement account rollovers might sound like financial mumbo jumbo, but at their core, they're simply about moving your money from one retirement account to another. Whether you're changing jobs or inching closer to retirement, understanding these moves is key to your savings.
Securities offered through The O.N. Equity Sales Company, Member FINRA / SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794. Investment advisory services offered through O.N. Investment Management Company, Cincinnati, OH, and through Roxell Wealth, Oakland, California. The O.N. Equity Sales Company and O.N. Investment Management Company are not affiliated with Roxell Wealth.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by UENI to provide information on a topic that may be of interest. UENI is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.