Neumann Capital Management

Overview

Neumann Capital Management is a financial advisory firm specializing in investment management and consulting services. The firm offers comprehensive wealth management solutions, including financial and employee retirement planning, wealth management, and investment management services. They cater to high-net-worth individuals and families, assisting them in achieving their financial goals and protecting their assets. Their services encompass retirement planning, budgeting, mortgage selection, college planning, estate planning, insurance needs assessment, and life strategies, ensuring a holistic approach to clients' financial well-being. Founded in 1990, Neumann Capital Management is led by Dan Neumann, a Chartered Financial Analyst (CFA) with extensive experience in the financial industry. Prior to establishing the firm, Neumann served as the director of Management Information Systems at Charles Schwab for 11 years. Under his leadership, the firm has developed a dynamic and collaborative team culture dedicated to the financial success of its clients. The firm's approach emphasizes innovation, continuous learning, and a commitment to providing personalized service to help clients achieve peace of mind. Neumann Capital Management operates as a small, independent, fee-only firm, focusing on delivering tailored financial solutions without external influences. Their philosophy centers on placing clients' interests first, maintaining independence, ensuring transparency, and leveraging decades of experience to navigate the complexities of wealth management. The firm is based in Foster City, California, and has been serving clients since its inception in 1990, building a reputation for its client-centric approach and comprehensive financial services.