Wealth Plus, Inc.
2171 Francisco Blvd East
Suite D
San Rafael, CA 94901
Financial Guidance With Only You In Mind
Wealth Plus, Inc. provides a holistic personalized planning approach combined with spiritual consciousness and leading edge financial expertise for professionals and business owners so they can create substantial wealth to use, understand, and enjoy throughout their lives.
We offer green and socially responsible investing options, including our Green 401K.
We are a certified green business and are members of Co-op America.
Keywords: Wealth Management; Retirement; Financial Advisor; Money Saving Experts; Small Business; Financial Consulting; Green Investments, Women and Money, Financial Literacy, Holistic
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Interview Q&A
How long have you been in business?
We have been in business since 1995.
What is your primary product or service?
We provide Wealth Management Services utilizing a state of the art system that holistically supports your financial goals.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I left the world of a tax attorney because I felt I could be of service to more people as an Investment Advisor.
How do you differentiate yourself from other businesses in your category and area?
We work with our clients on strategies that support their body, mind and spirit. Women are significantly under served with respect to their specific retirement needs and we provide a safe and knowledgeable environment for women. We pride ourselves on our ability to guide women, and men of course, through the various peaks and valleys of life's major events.
How many locations do you have and do you have plans to expand?
Our one and only location is located with easy access to Marin, San Francisco and the East Bay.
Provide detailed directions to your location
We are located in the Bay Park Office complex, just before the Richmond/San Rafael bridge. We enjoy water views and a serene environment for our meetings with clients.
What type of payments do you accept?
All
Which areas do you service?
All
Who owns your company or runs daily operations?
Alexandra Cock owns the company.
What are your hours of operation?
M - F 9-5
What is the best compliment anyone can give you?
As an investment advisor we are regulated by the SEC and cannot disclose the multiple compliments. However, we are often complimented by our current clients when they refer their friends and family. Now isn't that the best compliment!
What is your favorite quote or Bible verse?
My abundance comes from a source that can never be exhausted. I live a prosperous and joyous Life!
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