Your trusted advisors in a complex financial landscape.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Philip J. Kranenburg, CPA, Managing Director  |  Email Philip

Phil has been providing individuals, businesses and non-profit organizations with financial, investment and other advisory services for over twenty-five years.  He is active in managing individual investment portfolios as well as investing in growth companies.   

At Shearson Lehman (currently Morgan Stanley Smith Barney), Phil worked closely with the in-house money management division of Davis Skaggs Investment Management in researching and analyzing investment opportunities as he managed portfolios for primarily high net-worth individuals.  

While at Price Waterhouse, he was engaged in auditing and consulting projects with clients such as Hewlett Packard, Raychem and Fairchild Semiconductor, and the litigation related to the Bell Operating Companies divestiture. 

Phil has been a board member for several profit and non-profit organizations and is a past member of  the Marin Economic Commission. He is a Registered Investment Advisor and a member of the California Society of Certified Public Accountants.  Phil is a graduate of Stanford University.