Planning for retirement is essential. You can never start too early in your retirement planning, and it is also never too late to begin. Finding the right solutions depends on where you are in life as well as your existing resources and other safeguards you have in place for your financial future. Analyzing this information, drawing conclusions and implementing plans based on the answers can prepare you for the future.
Having a partner in your retirement planning can put you on the right track. SD Mayer offers retirement planning for companies and individuals, with offices in Silicon Valley and the Bay Area. We have helped many people like you implement new retirement plans, rethink their existing investments and continue to plan for the future once they reach retirement age.
SD Mayer draws on our knowledge and experience helping others to create a plan that works for you. We care about our clients and their long-term financial well-being. From the day you contact us, we focus on your unique needs when it comes to planning for retirement. We get to know you and help you make decisions based on your individual situation, with a focus on creativity and innovation.
You can find many companies in the Bay Area and Silicon Valley that offer retirement consultation services. What sets us apart from the rest? We focus on the big picture to help you gain the results you want during retirement. We consider other elements of financial health, such as investment guidance, tax services and estate planning. All these elements create a bigger picture of your financial well-being, and we believe an effective retirement plan must consider them all.
SD Mayer’s unique approach benefits our clients in many ways. The advantages of working with us include:
We always have your back. As your trusted advisor, we look out for you in every transaction, at every opportunity. It doesn’t matter what life stage you are in right now. We can help you move forward with confidence in your future.
As a Bay Area retirement financial advisor, we help guide you toward the retirement experience you want. While most people understand the necessity of saving for retirement, many can underestimate how much money they will need to maintain the lifestyle they desire. Calculating what that figure is and how to get there is part of our job as your retirement plan advisor.
Our consultants provide a range of services depending on your individual needs. Just a few of our capabilities include:
Many times, our clients have never considered the issues we raise. We bring crucial information to their attention and help them formulate ways to act on it. With our creative and smart solutions, you can work toward meeting your retirement goals in ways that work for you. We ensure you devote the necessary time and effort into your retirement planning today, so you don’t receive any surprises when those golden years arrive.
In-depth advice on wealth management, outsourced accounting, tax, and audit services.
Focus on the future by doing everything you can to plan ahead today. Our team at SD Mayer can help. We want you to enter your retirement years with enough money to enjoy yourself and not have to worry about unexpected financial setbacks. Get in touch today to discuss how our offices in the Bay Area and Silicon Valley can help you.
Director
Menlo Park Office
Thérèse has been with SD Mayer for nearly 10 years and has over 25 years of financial service industry experience. For the wealth management team, they’ll all agree that without Thérèse, they’d be lost. She helps them prepare for and assist with client meetings, helps create and maintain financial plans, processes all applications for investments and insurance, completes underwriting for insurance clients, policy service, distributes quarterly reports, arranges for IRA clients annual Required Minimum Distribution, manages our Irrevocable Trust clients administration – banking, Crummey Letters, gift requests and insurance premium payments.
Her second home is in Kenya, where she runs a nonprofit, Sabore’s Well, where they have built a school and installed two wells.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
Wealth Management Solutions Coordinator
Fully Remote
Alexandra joined the firm in mid-2022, helping support our growing wealth management practice. She works remotely in Kentucky and helps track leads, work with our CRM system and in the back office. Her and her husband, Alex, recently had a baby girl in November 2022.
Alexandra graduated from the University of Cincinnati with a Bachelor’s Degree in Sports Administration.
On her off time, she loves traveling to Disney World, with the hopes of making it to the other Disney Parks around the world someday. She has also coached Track & Field for the last six years, so she enjoys watching her team compete.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
Advisor
Fully Remote
Cody has developed a passion for helping others achieve financial security and plan more efficiently for the future. Cody does this through advising them on which areas to invest—insurance, retirement, taxable investments, etc. His goal is to build relationships with clients and become a trusted advisor to them as well as their family and friends.
In Cody’s prior life, he was a professional golfer. He played in tournaments in many different countries, including Bermuda, Scotland, Spain and South Africa.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
Founder & Managing Partner
San Francisco Office
Steve Mayer is the Founder and Managing Partner of SD Mayer & Associates, an accounting, consulting, and wealth management firm located in San Francisco.
Prior to SD Mayer, he was the CEO of a large regional accounting firm, Burr Pilger Mayer (BPM). Steve has also been involved in several other businesses including a number of restaurants, co-founder of Presidio Bank, and an owner of Books Inc., a bookstore chain.
On a professional basis, Steve’s accounting, consulting, and wealth management career gives him the ability to work with his clients on accounting, tax, M&A, business advisory and strategic planning.
Steve has been very active in the community and over the last 40 years has served on more than 15 non-profit boards including the San Francisco Chamber of Commerce, Bay Area Council, and Riordan High School, to name a few.
He has recently published three books, and lives in San Mateo with his wife of 27 years and their three children.
When he turned 60, he did an Ironman just to make sure he was still in shape.
Vice President
San Francisco Office
Dan has over 30 years of finance, operations, accounting and wealth management experience in the San Francisco Bay Area. He is an engaging leader possessing a winning blend of financial leadership, wealth management, financial strategy and communications acumen. Dan is a natural when it comes to building genuine connections with people at all levels in order to drive financial strategies and plans, with the goal of helping clients achieve their financial hopes, goals and dreams.
Prior to SD Mayer, Dan worked with KPMG, Nokia, New York Life Insurance Company and Eagle Strategies in roles related to accounting, finance and wealth management.
CA Insurance #0E09918
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
