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John Girton

Advisor at Girton Capital Management, Inc.

Updated today

Firm

Girton Capital Management, Inc.

Location

Larkspur, CA

Credentials

CFA®, Series 63

Industry experience

27 years

About

John Girton is the sole advisor at Girton Capital Management, Inc. in Larkspur, CA, holding the CFA® designation and Series 63 license with 27 years of industry experience. He has led Girton Capital Management since its founding in 1998. Girton Capital Management provides individualized portfolio management and periodic hourly consultations for individuals, trusts, retirement accounts, corporations, foundations, and pension and profit-sharing plans. The firm employs a research-driven investment approach focused on fundamental analysis, emphasizing socially responsible investment themes, and manages diversified portfolios with a growth-at-a-reasonable-price orientation.

Client services

Based on Girton Capital Management, Inc.

Portfolio management Newsletters or periodicals

Expertise

Based on Girton Capital Management, Inc.

ESG / Sustainable investing Wealth management

Fee options

Percentage

1% annually, negotiable depending on account size

Project-based

$100 to $250 per hour, negotiable depending on assignment

Other

Account minimum: $150,000 (negotiable)

Location

Larkspur, CA

Most active in

California

Work history

Girton Capital Management, Inc.

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gary L

Series 63, Series 65

San Francisco, CA

Leonard Jr., Gary A.

Options & derivatives strategies Active portfolio management
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Lydia I

Series 65

Oakland, CA

FM Capital Group

Private / alternative investments Founder/Business Owner
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Shailesh P

Series 66

San Francisco, CA

Patel Capital Management

Tax-loss harvesting ESG / Sustainable investing
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John B

Series 63, Series 65

Novato, CA

Baughman Financial Group

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive

Maureen R

CFP®

San Francisco, CA

BridgeLane Financial

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

Charitable giving tax strategies Charitable giving & philanthropy Founder/Business Owner Executive Work/Life Balance Gen X (Born 1965-1980)

Carmetta J

CFP®

San Francisco, CA

Joyner Financial Planning LLC

As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture—just practical advice. My approach provides the tools and know-how to handle your money like a pro—no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself. You’ll get a custom financial plan made just for you by a CFP® professional—but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies African Americans/Black Young Professionals Sandwich Generation Gen Y/Millennials (Born 1980-1995)
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