Dr. Frederick E. Dopfel has joined Marin County wealth management firm Private Ocean as an owner.
He will serve as co-chair of the firm’s investment committee with Dr. Frank Jones. The move further deepens Private Ocean’s ability to provide thoughtful financial planning and sophisticated research to the firm’s clients.
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Richard Stone, chairman, Private Ocean chairman, said: "Combining the vast experience and intellectual horsepower of Fred Dopfel and Frank Jones is a huge win for our clients. Rarely do individual investors get access to this caliber of academic-based, institutional-grade discipline."
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