San Carlos Office

1150 White Oak Way

San Carlos, CA 94070

Our Products & Services

In order to pursue financial success that stands the test of time, your finances must be examined at the holistic level. Coordinating all aspects of your wealth and investments is necessary to help ensure you're set up for confidence at every turn. Red Tower Advisors offers comprehensive services that cover all of your bases.

We offer guidance in the following areas:

Financial Planning

  • Cash Flow  
  • Retirement Savings and Distribution Planning 
  • Real Estate Purchase Analysis 
  • Tax Plans
  • College Plans
  • Goal Funding (Car Purchase, Home Purchase, etc) 
  • Charitable Plans 
  • Estate Plans

Wealth Management / Investments

  • Bonds
  • Common Stock
  • Options
  • Exchange Traded Funds (ETFs) 
  • Exchange Funds 
  • Mutual Funds 
  • SMAs, UMAs 
  • 401k, Solo 401k
  • Cash Balance and Defined Benefit Plans 
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

*Investing involves risk, including possible loss of principal.


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Auto, Homeowner’s and Umbrella Policy Review

Red Tower Advisors and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.