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Text Content

1005 A Street, Suite 408, San Rafael, CA 94901

415-295-7787
rocky@csiadvisors.com
Client Access
Menu


 * Home
 * About Us 
   * Our Mission
   * Services
 * Resources 
   * Retirement
   * Estate
   * Investment
   * Tax
   * Money
   * Lifestyle
   * Tools
   * Glossary
   * Tax Resources
 * Financial Fact Finder
 * Contact Us

Client Access


PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest, we're here to
help you work toward your financial goals.

CUSTOM-TAILORED FINANCIAL PLANS

We work with you to make sure that you're always working towards your goals.

ENCORE CAREERS: PUSH YOUR BOUNDARIES

Ready for retirement? Find out why many are considering encore careers and push
your boundaries into something more, here.

THE SKY'S THE LIMIT

Make your dreams a reality with a financial plan

FOCUSED ON YOUR FINANCIAL FUTURE

We provide tailored wealth management strategies to support you and your family.

WE ALWAYS PUT YOU FIRST

Honesty, integrity, and trust are the cornerstones of our practice.

PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest, we're here to
help you work toward your financial goals.

CUSTOM-TAILORED FINANCIAL PLANS

We work with you to make sure that you're always working towards your goals.

ENCORE CAREERS: PUSH YOUR BOUNDARIES

Ready for retirement? Find out why many are considering encore careers and push
your boundaries into something more, here.

THE SKY'S THE LIMIT

Make your dreams a reality with a financial plan

FOCUSED ON YOUR FINANCIAL FUTURE

We provide tailored wealth management strategies to support you and your family.

WE ALWAYS PUT YOU FIRST

Honesty, integrity, and trust are the cornerstones of our practice.




CAPITAL STRATEGIES & INVESTMENTS INC.

Capital Strategies & Investments, Inc. (CSI) was founded in 1987 to provide
comprehensive financial planning and investment advisory services to
individuals, small businesses, tax qualified and nonqualified retirement plans
and trust accounts. 



Contact Us


FINANCIAL PEACE OF MIND

Our financial planners will work closely with you to develop a strategy that
gives you financial peace of mind. We have your back.

Learn more


YOU'RE OUR #1 PRIORITY

Our firm is based on our relationship with our clients, plain and simple. We're
here to work with you at every juncture in life. 

Learn more


WORKING FOR YOU

We work with integrity and trust for you, not for Wall Street. Your success is
our success and we'll work with you at every step. 

Learn more


GET THE SUPPORT YOU NEED FOR YOUR FINANCIAL GOALS

Our team of experienced financial advisors will work with you to delve deep into
your financial history and your future goals. From there, we'll create a few
custom plans to get you started, and we'll guide you each and every step of the
way. 

Learn more


RETIREMENT AND ESTATE PLANNING

The need for financial planning doesn't stop once you reach retirement. In fact,
during retirement it's more important than ever to work with a financial planner
to ensure that your investments can sustain the life of your retirement and
beyond. We'll work with you and your family to develop a strategy that meets all
your needs. 

Learn more


HAVE A QUESTION?

Name
Email
Address
Phone
Question
Send
Thank you!
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CONTACT

Office: 415-295-7787

Fax: 415-295-7728

1005 A Street

Suite 408

San Rafael, CA 94901

rocky@csiadvisors.com


QUICK LINKS

 * Retirement
 * Investment
 * Estate
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 * Tax
 * Money
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