Bay to Bay Financial & Insurance Solutions was founded in September of 2016 because the founding partners wanted to implement new ideas and strategies to help people retire and stay retired. As financial service professionals, our team goes by many titles, from financial professionals, financial counselors, investment managers, insurance brokers, and tax strategists. We are proud to offer a wide variety of financial solutions that our clients need to create a better financial reality for themselves at Bay to Bay.
About Us
About Bay to Bay Financial & Insurance Solutions
We Are Retirement Income Professionals
David Tran
Founding Partner & CEO
A financial professional with over a decade of experience, David has dedicated his career to helping families with their retirement and insurance needs. David began his career with a national firm in 2008 and assisted thousands of public service employees with their retirements. He then broadened his services to help families in and out of the public service sector. He is a young veteran with extensive experience in coaching and mentoring other representatives in the field.
An Experienced Team
Helping Deliver Financial Assurance
At Bay to Bay Financial, we don’t want anyone to feel disappointed or panicked if the pension you’ve been counting on for your retirement savings isn’t going to be enough. Instead, we want you to know there are still financial strategies available to you that can help provide the financial reality you need in retirement.
We’ve successfully worked with over 2,000 public and federal employees, from superintendents to teachers, law enforcement to military, and everyone in between. We’ve helped our clients save thousands in insurance costs with appropriate coverage based on individual needs and situations. And we have a combined experience of nearly four decades of helping clients secure their financial future.
With over four decades of financial service experience, we have been able to accomplish so much on behalf of our clients. We have helped our clients:
- Increase their retirement income
- Minimize their tax liability
- Maximize their pension benefits
- Procure contractually-guaranteed income in retirement
- Acquire proper insurance coverage based on their needs
- Reduce the stock market risk in their portfolio
- Avoid financial mistakes
- Reduce their prospect of running out of money in retirement
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Who We Serve
Whether you work in the private sector, or serve in a public role, we can help you with a plan and strategies to take you to and through retirement. We help those who are uncertain about their financial future find clarity over their financial situation, how it impacts their future, and what can be done to enhance their income in retirement.
