About Us
Clear, independent financial guidance for families and businesses, at home and across borders.
Our Story
Global Finance Base was founded in Windsor, California, to give people a single, trusted place for every part of their financial life. Too many families were juggling separate advisors for their mortgage, investments, taxes and insurance, with no one looking at the complete picture.
Today, our lending specialists, financial planners, tax professionals and insurance advisors work together as one team. We serve clients throughout Sonoma County and beyond, including many with family, property or income in other countries, and we take pride in explaining every recommendation in plain language.
Our Mission
To help every client make confident, well-informed financial decisions through honest advice and practical solutions.
Our Vision
To be the most trusted financial base for families and businesses in our community and around the world.
Our Values
Integrity, transparency, respect and genuine care guide every conversation and every recommendation.
Why Clients Choose Us
- Independent advice that puts your interests first
- Coordinated planning across all six services
- Support for international finances and reporting
- Flexible meetings in person, by phone or video
- Regular reviews as your life changes
Families
Home buying, savings and protection.
Professionals
Investing, tax and retirement plans.
Small Businesses
Financing, tax and coverage.
Global Families
Cross-border money and taxes.
Subscribe to Our Newsletter
Helpful money tips, planning reminders and updates from our advisors, once a month.