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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Locations

Danville

500 La Gonda Way, Suite 280
Danville, CA 94526

Toll Free | 800-722-4829
P | 925-743-3360
F | 925-743-3363

 

 

Santa Clara

2880 Lakeside Drive, Suite 100
Santa Clara, CA 95054

P | 408-986-0898
F | 408-986-1610

 

 

Sacramento

3425 American River Drive
Sacramento, CA 95864

P | 925-743-3360

 

The Financial Consultants of CalBay Investments are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY

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