WHY PIER POINT?
Just as you strive to build a legacy for your family or your business, we structure our firm to be able to serve clients for generations to come. Our purpose? To help clients protect and prosper. Our clients are busy people who work hard, and we serve them by doing work that allows them to be present for the things that are most important in their lives. We work with clients from a variety of industries and have partnered with successful attorneys, business owners, commercial real estate developers, and affluent South Bay families to help steer them toward financial success.
"Our mission is to relentlessly empower families to implement a holistic plan that provides safety and creative solutions to them in a complex world."
— PIER POINT WEALTH MANAGEMENT
TAILORED STRATEGIES FOR GROWTH AND RESILIENCE
Our point of view is shaped by having served clients for over three decades. In that time, we’ve helped people navigate various market cycles, prepare for the unexpected, and create plans for growth and prosperity. We tackle both your offensive and defensive financial planning needs to create a path that is harmonious and sustainable. Ever evolving, our expert team members stay up to date with the latest financial strategies so that our clients experience and benefit from a process that is modern, relevant, and optimized for their goals.
WE’RE TOP RANKED BY FORBES
Sandeep Gupta has been recognized as one of the Best-in-State Top Financial Security Professionals by Forbes for 2022, 2023, and 2024. Paul Baboolal has been recognized as a top 100 financial security professional for 2024 across the entire country and #9 in Southern California.
Forbes Top Financial Security Professionals list (July 2022,2023,2024). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.