Private Ocean Wealth Management

Employees 46 | Firm Type RIA | Founder and CEO Greg Friedman | Location San Rafael, California | Primary Custodian Schwab Advisor Services |*4-time winner!

Cultivating strong employee connections to Private Ocean Wealth Management and to one another is one of the primary goals of the twicea-year, off-site retreats the firm holds. Retreat activities include 60-second shout-outs, where individuals are assigned to interview someone they don’t know well and give a short speech about one of the person’s accomplishments. Employees talk in small groups about why they like working at the firm and also learn how to convey this message to listeners according to their communication style. 

As a result of the pandemic, Private Ocean moved to remote work and implemented a dress code for virtual meetings and new protocols for data transmission to protect client information.