Ruby Legacy Financial and Insurance Solutions | Oakland, CA

Turning Opportunities into Legacies

Helping Hardworking Families Optimize Their Financial Resources for Over 20 Years

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Creating a meaningful life and a lasting legacy

Working in America, your goal is not just to make a living—you’re here to create opportunity. You want to build a good life for your family that allows them to flourish for generations, so you work hard and save as much as you can to prepare for the future. But you still wonder… is that enough? Are you doing everything you can to create the life you envision for yourself and future generations?

At Ruby Legacy Financial and Insurance Solutions LLC (Ruby Legacy), we know that taking care of family is important—that’s why “legacy” is part of our name, and we treat our clients like our own. We’ve served hardworking business owners and families in the East Bay for over 20 years, and we want you to realize that you don’t have to live paycheck to paycheck to create a meaningful life for your family. With the right guidance, we’ll make sure you’re prepared for whatever the future holds. Most of our clients are excellent savers, and our job is to help you minimize your tax burden, protect your income, and invest in the right places so your resources grow over time. We work with you personally to keep you accountable, and we make sure you’re consistently making progress toward your goals. Your life will change as you grow, so we meet with you every year to ensure you stay on track.

You have an amazing opportunity to create a strong financial foundation for your family, and when you work with us, we help you turn your hard work into the legacy you’ve always hoped for.

Who We Serve

We help honest, hardworking business owners and individuals who want the best for their families and their communities. Our firm serves people of all ages and stages of life, from first-generation immigrants to established business owners. No matter where you’re at, we are here to come along side you and guide you on a path forward that you can be confident in.

Business Owners

Individuals and Families

Pre-Retirees and Retirees

Common Services

Our clients come to us for a variety of financial solutions, from 401(k) rollovers to life-long financial strategies. Whether you have a specific need or you’re looking for help organizing your entire financial picture, we’re here to help.

Our Process

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs.