Welcome

CalBay Investments, Inc. (CBI) is experienced in retirement and income planning providing you with clear financial strategies that seek to help you sustain the lifestyle you desire and the financial goals you define.

Our goal is to deliver honest and comprehensive services tailored to your personal needs through an experienced team, broad resources, independent research, technology and non-proprietary product offerings.

Our Mission

CalBay Investments assists you in fulfilling your lifestyle and financial goals through exceptional service, independent guidance and a commitment to placing your needs first.  Learn more

We look forward to welcoming you to the CBI family.
Become a Client

Click here for 2011 award details 

Awards based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.