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 Alvarado Branch

32000 Alvarado Blvd.
Union City, CA 94587
Phone: (510) 429-3500
Fax: (510) 429-3503

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Aliso Viejo Lending Office

30 Enterprise, Suite 110
Aliso Viejo, CA  92656
Phone: (877) 294-4150
Fax: (510) 512-1833

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Specialty Lending
Enterprise, Ste 110
Aliso Viejo, CA 92656
Phone: (949) 297-1150
Fax: (949) 297-1173

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 Brentwood Branch

200 Sand Creek Rd, Suite-F
Brentwood, CA 94513
Phone: (925) 634-6990
Fax: (925) 634-6993

Weekdays: 9:00am - 5:00pm
Saturday 10:00am - 2:00pm
ATM Available

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 Brookvale Branch

3909A Decoto Rd.
Fremont, CA 94555
Phone: (510) 943-1950
Fax: (510) 943-1953

Weekdays: 9:00am - 6:00pm
Saturday 10:00am - 2:00pm
Sunday 10:00am - 2:00pm
ATM Available

Wealth Management & Financial Services
3909B Decoto Rd.
Phone: (510) 943-1993
Fax: (510) 943-1977

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 Carmel Branch

26356 Carmel Rancho Ln.
Carmel, CA 93923
Phone: (831) 622-2990
Fax: (831) 622-2993

Weekdays: 9:00am - 5:00pm
ATM Available

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 Castro Valley Branch

(Supermarket Branch)
20629 Redwood Road
Castro Valley, CA 94546
Phone: (510) 888-3090
Fax: (510) 888-3093

Weekdays: 10:00am - 7:00pm
Saturday 10:00am - 2:00pm
Sunday 10:00am - 2:00pm
ATM Available

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 Danville Branch

210A Railroad Ave.
Danville, CA 94526
Phone: (925) 314-1420
Fax: (925) 314-1423

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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(Supermarket Branch)
3496 Camino Tassajara Rd.
Danville, CA 94506
Phone: (925) 736-7020
Fax: (925) 314-1423

Weekdays: 10:00am - 7:00pm
Saturday 10:00am - 2:00pm
Sunday 10:00am - 2:00pm
ATM Available

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 Hayward Branch

1679 Industrial Pkwy West
Hayward, CA 94544
Phone: (510) 723-0630

Mon - Thurs: 9:00am - 5:00pm
Friday: 9:00am - 6:00pm
ATM Available

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 Livermore Branch

North Livermore
2286 Las Positas Road
Livermore, CA 94550
Phone: (925) 960-8690
Fax: (925) 960-8693

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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South Livermore
1879 Holmes Street
Livermore, CA 94550
Phone: (925) 606-5100

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Main Branch

39150 Fremont Blvd.
Fremont, CA 94538
Phone: (510) 505-5226
Fax: (510) 795-5758

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Mission Valley Branch

40031 Mission Blvd.
Fremont, CA 94539
Phone: (510) 440-3010
Fax: (510) 440-3013

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Pleasanton Branch

6654 Koll Center Pkwy - #345
Pleasanton, CA 94566
Phone: (925) 417-7670
Fax: (925) 417-7673

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 San Francisco Branch

200 Townsend Street
San Francisco, CA 94107
Phone: (415) 243-0700
Fax: (415) 243-0703

Weekdays: 9:00am - 5:00pm
Saturday: 10:00am - 2:00pm
ATM Available

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 San Jose Branch

160 W. Santa Clara St Suite 100
San Jose, CA 95113-1701
Phone: (408) 660-4104
Fax: (408) 660-4103

Weekdays: 9:00am to 6:00pm
Saturdays: 9:00am to 1:00pm
ATM Available

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 San Leandro Branch

1480 E. 14th St.
San Leandro, CA 94577
Phone: (510) 614-3050
Fax: (510) 614-3053

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 San Ramon Branch

21001 San Ramon Valley #D3
San Ramon, CA 94583
Phone: (925) 560-0380
Fax: (925) 560-0383

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Warm Springs Branch

46635 Mission Blvd.
Fremont, CA 94539
Phone: (510) 440-3020
Fax: (510) 440-3023

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Walnut Creek Branch

1735 N. Broadway
Walnut Creek, CA 94596
Phone: (925) 941-1510
Fax: (925) 941-1513

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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  Home > Investment > Wealth > Comprehensive Financial Planning
Comprehensive Financial Planning

Let our Wealth Management Professionals set you on the right path with Comprehensive Financial Planning services. Our Plan utilizes a thorough process to ensure personalization and integrity.

Step 1 - Analyze Current Position

  1. Conduct interview and analysis of current investments.
  2. Review investment objectives.
  3. Evaluate risk tolerance.
  4. Establish a strategy that balances objectives with risk tolerance and time.
Step 2 - Design a Personalized Optimal Portfolio
  1. Propose optimal asset allocation strategies.
  2. Address strategic (long term) and tactical (short term) strategies against the backdrop of capital markets.
  3. Advise on investment alternatives and modern portfolio concepts.
Step 3 - Formalize Investment Plan
  1. Prepare a written statement that includes objectives and guidelines for achieving financial goals.
Step 4 - Implement
  1. Make investments according to designed portfolio and investment plan.
  2. Employ technical analysis to obtain most favorable entry points to each position in the portfolio.
  3. Utilize optimal trading platform to execute trades.
Step 5 - Monitor & Rebalance
  1. Provide ongoing supervision of investments.
  2. Prepare a detailed periodic appraisal of holdings, portfolio transactions and performance.
  3. Rebalance portfolio to maintain consistency with objectives.
  4. Evaluate objectives throughout your financial lifecycle.
The initial interview process is just a short consultation.

For more information about Fremont Bank's Wealth Management's Financial Planning services:

Email: Trust@Fremontbank.com
Call: (800) 400-7067

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit
 
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