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Navigating Financial Peace of Mind for the Bay Area and Beyond

Get Started

Navigating Financial Peace of Mind for the Bay Area and Beyond

Get Started

Navigating Financial Peace of Mind for the Bay Area and Beyond

Get Started

Navigating Financial Peace of Mind for the Bay Area and Beyond

Get Started

Welcome to Paradise Cay Financial

You’ve spent your life working toward peace of mind—for yourself, your family, and your legacy. For the confidence that comes with knowing you’ve made sound decisions for your future. Yet, just when you think you've achieved it, new challenges arise, demanding more than you have time or energy to address. And, while peace of mind extends beyond financial success, making wise financial choices is crucial to your overall well-being.

Financial peace of mind comes not just from hard work but from having a plan—and the right partner—to guide you through pivotal decisions. With expertise in tech economics, equity-based compensation, and tax-advantaged retirement strategies, we offer personalized, expert financial planning that’s as approachable as it is effective.

Who We Serve

Multi ethnic team of five smiling businessman and businesswoman discussing ideas together during a casual meeting at the office desk.

Tech Executives

We guide tech professionals in making well-informed decisions about when to exercise stock options, how to navigate tax implications, and why to consider the most effective strategies for diversifying your portfolio.

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An affectionate, mature couple at a marina standing together on a dock, luxury boats and yachts in the background. The senior man is holding his wife's hand, and she is resting her head on his shoulder, smiling.

Retirees or Near Retirees

We specialize in helping people nearing retirement or already enjoying their retirement years make informed decisions about preserving their wealth, managing tax implications, and implementing the best strategies for their financial future.

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Three generation family standing on beach

Successful Families

We help successful families make informed decisions about wealth preservation, minimize tax implications, and implement strategies for managing and growing multigenerational assets.

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How We Help

At Paradise Cay Financial, we specialize in financial planning for tech executives, successful families, and those nearing retirement. Our diverse, multigenerational team is here to challenge conventional thinking, navigate the complexities, and help you secure the peace of mind you’ve worked so hard to achieve.

Welcome to Paradise Cay Financial. Peace of mind is within reach.

Team photo

We’re Top-Ranked!

Forbes holds a prestigious place among the national awards and has recognized Herb Foedisch as one of the top Wealth Advisors and Top Financial Security Professionals in California. This wouldn’t be possible without the hard work and dedication of the entire Paradise Cay Financial team.

Meet Our Team

Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.