Golden Gate Bridge at golden hour with fog rolling across the bay
We're hiring · San Francisco & El Segundo

Where your career meets your values.

Twin Peaks Wealth Advisors helps people pursue financial freedom. We're growing the team that delivers on that promise: thoughtful advisors, operators, and partners who do their best work alongside people they trust.

Our mission

Help people pursue financial freedom.

We specialize in comprehensive wealth management and financial planning for high-achieving families: equity compensation, IPO planning, tax-aware investing, and multi-generational planning.

We're proudly independent, small enough that every teammate shapes the firm, and built to deliver the resources and expertise clients expect from a major wirehouse.

2
Offices · San Francisco & El Segundo
Hybrid
2 days/week in office
Independent
Founder-led RIA
Long-term
Multi-decade relationships
Life here

A small team doing work that matters, together.

Our days are a mix of deep client work, productive collaboration, and the kind of mentorship that's hard to find at larger firms.

The Twin Peaks office
Teammates walking together

Our values: P.E.A.R.L.S.

  • Proactive
    We anticipate what's next, prepare for change, and guide others with confidence.
  • Education
    We empower each other through knowledge, sharing insights to build stronger teams and better outcomes.
  • Accountability
    We give direct feedback, move each other to action, and track progress together.
  • Responsibility
    We own our work and act in the best interests of our clients and colleagues.
  • Leadership
    We lead by example: strategically, thoughtfully, and with a drive to be the best.
  • Support
    We're there for one another and our clients at every step. No one pursues success alone.
Advisor working with a client
Benefits

Take care of yourself and the people that matter most.

Competitive compensation
Base + performance-based incentives, reviewed annually.
Equity in the firm
Long-tenured teammates share in the growth they help create.
Premium health coverage
Medical, dental, and vision.
401(k) with match
Plan for the same future you help clients build.
Hybrid by design
Two days a week in our San Francisco or El Segundo office.
Learning budget
CFP, CFA, conferences, coaching. We invest in your craft.
Twin Peaks founders
For lead advisors & relationship managers
Learn more about our two-advisor model and how it benefits you
Learn more