A complete list of active advisors currently associated with Pinnacle Capital Management

Warmer can help you find a great advisor at Pinnacle Capital Management or one who fits your needs even better.

The firm provides portfolio management and related investment advice primarily for individual investors and also offers portfolio management services to institutional clients, a service less commonly provided by similarly sized independent advisers. It delivers ongoing portfolio oversight and tailored investment recommendations typical of independent advisory practices. Its investment approach emphasizes customized, tax-aware strategies informed by the principal’s prior experience in accounting, taxation, and auditing. The firm seeks to integrate tax considerations into portfolio construction and financial planning, aiming to align investments with clients’ broader tax and financial objectives. What distinguishes the firm is the combination of an owner-managed practice with a history dating to 2001 and the offering of institutional portfolio services alongside individual accounts, a mix that is atypical for small independents. The firm operates with direct oversight from its owner, which results in a consistent point of contact and continuity of service.

To learn more about the advisors currently working at Pinnacle Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeffrey Elfont	Walnut Creek, CA	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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