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Wealth Management News & Resources

Celebrating One Year of Our Strategic Joint Venture

Celebrating One Year of Our Strategic Joint Venture


SAN RAFAEL, CA – Eckhoff and Company, CPAs and Advisors (EAC) and Eckhoff Wealth Management, LLC (EWM) announced today that this June marks the one-year anniversary of their strategic joint venture to bring the professional experience of CPAs and CFP©s under one roof.

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Announcing the Publication and Arrival Date!

Announcing the Publication and Arrival Date!


Bruce Frankel of Eckhoff Wealth Management, announces the publication and arrival of his book “The 7 Biggest Financial Mistakes Made By Successful Entrepreneurs And What To Do About Them.” 

(San Rafael, CA) Bruce Frankel of Eckhoff Wealth Management announced the publication and arrival date of his book, “The 7 Biggest Financial Mistakes Made By Successful Entrepreneurs And What To Do About Them”.

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An exciting new business enterprise, providing the professional expertise of CPA’s and CFP®’s all under one roof.

An exciting new business enterprise, providing the professional expertise of CPA’s and CFP®’s all under one roof.


San Rafael, CA. June 5, 2017 – Bruce Frankel, Michele Hassid, and Eric Briese are excited to announce their strategic and innovative joint venture!

An exciting new business enterprise, providing the professional expertise of CPA’s and CFP®’s all under one roof.

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7 Biggest Financial Mistakes Made By Successful Entrepreneurs
The 7 Biggest Financial Mistakes Made By Successful Entrepreneurs

Avoid financial mistakes and build your legacy. Learn more.

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