Welcome to Private Portfolios, Inc.

Choosing a financial advisor is a big decision. Our clients are all ages and come from all walks of life, but each was looking for a partnership with someone with the right expertise and dedication to help them reach their financial goals. We believe there are a few factors that make our firm unique.

We have both spent our entire careers in the financial services industry, 50 years and 20 years respectively. Our specialties include helping individuals, families, and businesses establish or improve their investment strategy, plan for retirement, and educate their children. In addition to these key areas, we work with your attorney and tax professional to help you implement your estate plan.

As business owners, we care about all facets of your client experience. We are a family owned business affiliated with major strategic partners nationwide. We utilize a wide variety of investment solutions without bias in favor of any particular company, investment strategy, or financial institution.

We are committed to working with each client on a long-term basis. We donít change locations. We have owned our office building since 1998. Our goal is to provide excellent client service to you and your family for generations.

We help you stick to good financial decisions that we have carefully set together to achieve your financial goals and help you potentially avoid bad financial decisions. We bring focus to what is financially important to you and your family without bias.

Call us today for a Complimentary Consultation
at 650-548-9800

Voted 2015 Small Business of the Year by the San Mateo Area Chamber of Commerce

Our Story

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Bob is Celebrating 50 Years in Business

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