Since 1960, Pollock Financial Group has provided diversified financial services for Northern California individuals and corporations.
We trust you will find that our highly talented team of employees and strategic partners provides the ideal combination of experience and creativity to assist in meeting the needs of each client’s unique financial situation. We believe that with industry leading tools, resources, and expertise, we are prepared to help our ultra-affluent clients navigate through the myriad of financial decisions that evolve over a lifetime. We are pleased to offer exclusive financial planning services to high net worth individuals and families, as well as public and private companies.
James M. Pollock
President and CEO
Jeffrey O. Pollock
Vice President, Real Estate, Marketing
Dirk T. Leone
Vice President, Benefits