About Red Tower Advisors

Red Tower Advisors is a full-service financial firm based in San Carlos, California, serving clients across the Bay Area and nationwide. Since 1998, we’ve guided clients through market highs and lows—from the dot-com bust to financial crises, recessions, inflation, and presidential changes. Our team brings an average of 24 years of experience—and we've seen it all.

As independent advisors, we make recommendations without being held to company quotas or proprietary products.  We follow a fiduciary standard for financial planning and advisory investments, we're compelled to put your interests first.  Backed by the #1 independent broker-dealer* in the U.S., we combine personalized service with institutional resources.

We leverage the latest financial technology to help you plan with clarity and confidence. Our interactive process uses dynamic planning tools that show how life events can impact your future in real time. You’ll get a clear view of your financial world on one screen—and access to a secure digital vault for your important documents, anytime, anywhere.

Finance can be complex, but your decisions shouldn’t be. We’re here to educate, empower, and simplify. Everything we discuss is confidential, and our goal is to help you make informed decisions that support your family’s future.

Helping clients pursue their goals is what drives us. Whatever life throws your way, we’re here to shoulder some of the weight—and guide you forward.

Call us at (650) 753-8333 or email info@redtoweradvisors.com to set up a phone discussion about your needs.

* As reported by Financial Planning magazine, 1996-2025, based on total revenue.