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Rise Financial offers holistic financial advising and asset management services to endowments, foundations, individuals and families in the San Francisco Bay Area and beyond. With a passion for socially-responsible investing our goal is to help you invest for the future and make a positive difference at the same time.

Get a Second Opinion on Your Finances

Concerned about the volatility in the markets? Think we might be headed for a market correction? Talk to us about getting a second opinion on your financial goals.

What’s New in SRI?

In this time of unprecedented political and global turmoil, socially responsible investing is more important than ever. Socially Responsible Investing empowers you to invest in something that both supports your values and your pocketbook.

“Now, more
than ever,
is the time
for SRI.”

— Ken Ancell
Financial Advisor

“Now, more than ever, is the right time for SRI.”

— Ken Ancell
Financial Advisor

“Ken and his team helped grow our educational endowment to $100K through socially-responsible investments. Any educational organization in the Bay Area would be lucky to have these guys on their team.”

– SEAMUS SHANNON, Black Pine Day School

Check the background of this investment professional on FINRA’s BrokerCheck