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 experience, 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.

Our Mission

Our mission is to enhance the lives of others through financial independence.

Our Vision

Our vision is to be the premier, diversified financial services company in Northern California, serving high net-worth individuals and major public and private businesses.

Our Core Values

Our core values are a reflection of what is genuinely ingrained in the foundation and culture of Pollock Financial Group. They encompass the strategies we employ to accomplish our mission, and drive the high-quality services we provide.


We are committed to the highest levels of honesty and ethical standards, both as individuals and as a company. Integrity is the cornerstone of our business – we communicate openly, put our clients’ needs first, and stand behind our work, with the goal to deliver on our promises.


We demand superior quality in everything we do. Our goal is to continuously exceed our clients’ expectations through discipline, attention to detail, and use of the finest products and services available.


We strive to achieve superior performance through our collective efforts. Our cohesive team of diversely talented people—including employees and business partners—is our most valuable resource.