At Pivotal Wealth Advisors we help our clients with their financial services and investment needs for today, tomorrow and well into the future. Our goal is to equip you with the knowledge and tools to effectively organize, prioritize and monitor all aspects of your financial life.
We partner with each client—executives, small business owners, and women in transition—to develop strategies for navigating the pivotal times in their lives with the goal of providing them with confidence and financial independence.More
Barbara Gray is a CERTIFIED FINANCIAL PLANNER™ professional and manages Pivotal Wealth Advisors, her San Francisco Bay Area based financial services and investment management advice firm, through LPL Financial.More
Barbara is backed by the strength of LPL Financial, the Nations #1 independent broker/dealer (based on total revenue as reported by Financial Planning Magazine June 1996-2016).More
Extraordinary Service…Client Care…Experience You Can Trust