Skip to content

Wine Beer Spirits Downtown Novato DNBA Tequilla Festival Music Night Life Meeting Events Funerals Weddings Winery Wine Bar Brewery Novato Chamber Microbnrews San Rafael Petaluma Vallejo Indian Valley Adobe Creek Budweiser Finnegans Patio Marin Sonoma Solano Napa Dry Creek Alexander Valley Red White Trek Mantra Bar Brew Coffee House Glasses BUbbly Sparkling Champagne Grapes Vines Bands Music Live Performances Ribbon Cutting Dez Mike Henry Andy Hantau Kumelis Greek Italian California Valley Sonoma Valley Fog Zin Merlot IPA Lager Red Ale Malt Cider Novato Pacheco Grant Avenue Festival of Art, Wine and MUsic Scream on the Green Hilary Kinney

The Novato Chamber is working to build a sustainable local economy in which the businesses and community thrive. 


Mission Statement

 

FINANCIAL PLANNING & WEALTH MANAGEMENT

Get Fit

Novato Wine Beer Breweries San Rafael Petaluma Best Marin Sonoma Napa Valley Downtown DNBA

FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

HENNESSY FUNDS


Hennessy Funds offers a broad range of mutual funds, including traditional equity, specialty, and sector funds, as well as more conservative multi-asset products. Our goal is to provide products that investors can have confidence in, knowing their money is invested as promised, with their best interest in mind.


NOVATO CHAMBER SHAPING TOMORROW

2018 2020 2019 Kona GMP Presented Sponsor Expo Marin Country Club Tradesho San Rafael Best Marin Value Marin Independent Journal Novato Chamber of Commerce New Member Novato CHamber business growth help support free san rafael petaluma sonoma marin novato chamber commerce tradeshow mixer county best resources board endorse eklund athas lucan fryday
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

PRIMERICA
TOM KEANEY


When it comes to finances, how much do you know? If you're like most people, you probably know little about personal finance. Perhaps you think long-term security is impossible on your income. But, the truth is, no matter what your income level, you can achieve financial security. You just have to take the time to learn a few simple principles.


NOVATO CHAMBER SHAPING TOMORROW

FPI dRAKES LANDING sir francis Group Greenbrae California Novato Chamber San Rafael Mill Valley Marin Santa Rosa Team Meryll Lynch
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

RBC WEALTH MANAGEMENT
THE FPI GROUP


Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do.


NOVATO CHAMBER SHAPING TOMORROW

Winans Investments Novato Chamber San Rafael San Francisco marin Greenbrae tiburon San Rafael San ANselmo Napa Sonoma County Wealth Space USSR Novato
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

WINANS INVESTMENTS


The hallmark of our approach is to try to lower investment risk. We combine common stocks and real estate investment trusts with bonds and preferred stocks to achieve both long-term growth and stable income.


NOVATO CHAMBER SHAPING TOMORROW

Alpha Wealth Management Rotary Clubs Youth Center North Marin Community Services Rock Climber
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

ALPHA WEALTH MANAGEMENT AND PLANNING, LLC


Your retirement planning deserves the benefit of a caring team of professionals focused on helping you pursue your vision for the future. Alpha Wealth Management and Planning is an independent financial services firm dedicated to providing guidance on all aspects of wealth management and retirement plan strategies.


NOVATO CHAMBER SHAPING TOMORROW

Michael Dolan Bank of Marin Charles Schwab Novato Chamber Honors Dinner Board of Director
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

CHARLES SCHWAB & COMPANY


I’m a Schwab franchisee and operate my own independent branch, where I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

NOVATO CHAMBER SHAPING TOMORROW

Betty Lee Financial planning investments wealth management portfolio diversification recession job opportunities san rafael Sonoma marin county rotary Dancing Nutcracker San ANselmo Novato Chamber San Rafael San Francisco Walnut Creek Johann Scrimshire
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

PRINCIPAL FINANCIAL GROUP
BETTY LEE


I brought my passion for mentoring and community involvement to my career in financial services, where I found helping individuals and small businesses build financial security often translates into building a stronger community. I want to work with advisors who are passionate about helping others and enjoy a high-performance work environment. At Principal we foster a culture that empowers our advisors to perform to their potential through proactive development programs, encouraging teamwork and providing tools and support so they can do what is in the best interest of the client.

NOVATO CHAMBER SHAPING TOMORROW

Santa Rosa Office of Morgan Stanley Heart of Wine Country Sonoma County Caliufornia Fires
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

MORGAN STANLEY
KEITH WHEELER


My professional goal is to offer my experience to help my clients achieve the best financial life possible given the resources they have available. The business of Wall Street is about managing risk, not profit, and I work to see that we keep our eye on that target. With over thirty years in the financial industry, I have covered some of the largest fixed income portfolio managers in the country. I have covered multi-billion dollar pension funds through turbulent times and I bring that unique market experience to your portfolio with an even greater appreciation for how hard you worked to attain your wealth.

NOVATO CHAMBER SHAPING TOMORROW

Financial planning investments wealth management portfolio diversification recession job opportunities san rafael Sonoma marin county rotary
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

EDWARD JONES
JOHN TORNES


My interest in investing began at an early age. Instead of spending my earnings from my newspaper route, I invested in the stock market. By my early 20s, I had earned enough return to pay for my graduate education. Over the years, I have grown this financial knowledge and presently create comprehensive, inter-generational wealth strategies for a variety of client needs, including:

NOVATO CHAMBER SHAPING TOMORROW

Financial planning investments wealth management portfolio diversification recession job opportunities san rafael Sonoma marin county rotary
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

KETRON FINANCIAL LLC


Staff members of Ketron Financial, LLC meet and communicate with clients on an ongoing basis to answer questions, review investment portfolios and discuss new issues as they arise. These issues may include changes in the investment environment, changes in laws that may affect planning strategies and changes in a client’s circumstances. In addition to personal client education, Ketron Financial, LLC is committed to providing financial education for the members of our community.

NOVATO CHAMBER SHAPING TOMORROW

FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

VALLEY OAK WEALTH MANAGEMENT

NOVATO SMALL BUSINESS OF THE YEAR 2016


Valley Oak Wealth Management was founded on the American values of hard work, integrity, uncompromising quality, and personal service. When we manage your money, you get all that and more. We call it True Wealth… all the things money can’t buy and death can’t take away. I started in this business in 1985. Valley Oak Wealth Management is consistently named to the LPL Financial Chairman’s Club, for the last 15 years awarded to less than 6% of the company’s 16,000 advisors nationwide based on annual production. When you meet my team, you will understand why.


NOVATO CHAMBER SHAPING TOMORROW

Financial planning investments wealth management portfolio diversification recession job opportunities san rafael Sonoma marin county rotary John
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

REUSHER FINANCIAL GROUP


John leads a team that helps build that confidence by addressing all your financial issues.  He creates a financial plan that considers your goals and objectives, your dreams and your aspirations. It maps out your financial future and helps you understand what you need to do today to be on the road, or stay on the road, to financial success.

NOVATO CHAMBER SHAPING TOMORROW

Financial planning investments wealth management portfolio diversification recession job opportunities san rafael Sonoma marin county rotary
FINANCIAL PLANNING | WEALTH MANAGEMENT | INVESTORS | 401K | RETIREMENT

ALDERS FINANCIAL SOLUTIONS


Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—Alders Financial Solutions, your Marin County financial advisor, can help you address your most pressing money questions.


NOVATO CHAMBER SHAPING TOMORROW

Financial Planning & Wealth Workshops

Talk Membership

Email the Membership Director, Carrie Scrimshire to talk about the benefits of joining the Chamber membership.

Email Us Today!

The Novato Chamber is working to create Landing pages for our members categories. This improves our members' image and helps create a place for their events, networking groups and discussions. We are in the process of creating these categories. If you see something that needs to me fixed or if you notice your listing needs updating, please contact the Marketing Department at the Chamber.

Learn how President's Circle and the Novato Chamber's Signature Events can grow your organization

2020 Honors Dinner

The official kickoff to 'Award Season' is right here in town--the Honors Dinner, a Novato Chamber Signature Event, brings together the heroes of the North Bay Economy. Leaders in innovation, champions of growth and all of the stupendous volunteers that make this community so strong.

Read More

Carlile Conference Room

Looking for a professional space to meet and grow your organization? Hold intimate seminars or meet with others in the Carlile Room at the Novato Chamber offices.

Use the Carlile Conference Room

Members - Education

Meet the members of the community looking to educate the populous of the North Bay. From Pre-School to Pre-Law to Parks and Recreation, our education-focused members can help you get to where you want to be.

Read More

Expert Business Advice

Need funding? Online Marketing and Social Media? Hiring and growth strategies? The Marin SBDC is a local non-profit here to help your business thrive, supporting over 950 local Marin businesses.to date! There's a team of 20 expert advisors ready to work with you at no cost. www.MarinSBDC.org

Succed and Grow
logo brand display full large size TAGLINE TAG LINE SHAPING TOMORROW

One of the best ways to grow your business is to host one of the Chamber's events. The Novato Chamber proudly hosts over 150 events each year, including 4 regularly scheduled networking groups, Business Education Seminars, a Leadership Program & Academy and annual Signature Events.

Learn more! Contact the Director of Events!

Novato Chamber N Logo

Do You Have Questions? Contact the Novato Chamber Team!

If you have any questions about this page, the Novato Chamber's history, marketing, social media, branding or if you want to learn more about utilizing the Chamber's marketing arm for your business, contact Theodore Madias, click here to send an email!

Madias, Theo (BW)

Pat Eklund Pam Drew Councilmembers Founding Hutch Turner Novato Chamber San Rafael Chamber Petaluma North Bay Community Eric Lucan Sonia Tanner Arnold Shroyer Santa Rosa Metro Leadership Exposed