General Info

Located in El Cerrito, Calif., Beeson & Company is a financial planning firm. It offers financial counseling to customers and specializes in working with faculty, executives and staff of the University of California. Majority of its clients are physicians and faculty members of the University of California, San Francisco, Stanford and Harvard Universities. The company creates implements and monitors an investment strategy for rendering complete financial solutions to its clients. It assists its clients in allocating assets among basic investment classes, such as cash, bonds and stocks.