About My Practice
Bedrock Capital Management believes in empowering people to take control of their lives, fulfill their dreams, and gain peace of mind. We do this with a comprehensive wealth management approach that coordinates our client’s financial universe to develop a plan to achieve their vision and goals.
Our firm is located in Los Altos, CA and we have been managing our clients’ wealth for over 25 years. The components we address with our clients include investments, tax strategies, financial independence and retirement planning, estate planning and wealth transfer objectives, cash flow and spending plans, asset protection and insurance analysis, survivor income needs, employee benefits and stock options and education funding. Our clients don’t have the time, temperament or training to continually manage a plan to achieve their financial goals and they want to delegate to a professional team with a proven track record. Our extraordinary level of service, dedication to professional development, education and investment in technology gives our clients’ confidence that their financial affairs are handled with the highest level of competency.
The Bedrock team includes five CERTIFIED FINANCIAL PLANNER™ practitioners, two who are Chartered Financial Analyst charter holders, one is an Enrolled Agent and another that is also a CIMA® designee. Each has completed the examination, experience, ethics commitment and education required to provide sound, professional advice. Bedrock’s clients work with us because they seek an advisor with costs that are transparent and interaction that is straightforward. Bedrock is a fee-only firm meaning our only income is from fees paid directly to us by our clients. This business model allows Bedrock to commit to a strict code of ethics and we sign a fiduciary oath to our clients that we will act in their best interest.
Joel Shaps, President of Bedrock Capital Management since 2001, is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst(SM) professional, a member of NAPFA (National Associations of Personal Financial Advisors), IMCA (Investment Management Consultants Association), and the Financial Planning Association with a BA from the University of Pennsylvania. As a CERTIFIED FINANCIAL PLANNER™ practitioner he has completed the examination, experience, ethics commitment and education required to provide sound, professional advice.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Other - NAPFA Registered Advisor
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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