Wealth Management in East Palo Alto

1950 University Ave
Suite 500A
East Palo Alto, CA 94303

Contact us

If you are a prospective client, please use the Request an Intro module below to connect with an advisor. Lido has more than 40 offices across the U.S., and even if we do not have a location in your local town, our team of leading advisors can still deliver our holistic, personalized approach to wealth advisory.

For all other inquiries, including press, careers, or prospective partnerships, please contact us here.

CAPTCHA
Person

Brennan Fontana

Senior Vice President, Digital Distribution and Partnership

Request an Intro

Schedule your complimentary 30 minute discovery call so our team can learn about your goals and how we might be able to help. Prefer a phone call? Call us at (800) 301-5436.