Oculus Financial Group

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Oculus Financial Group Oculus Financial Group serves the greater California Bay Area and several states throughout the US

Our commitment is to help you work towards meeting all your financial goals and to provide you with a “worry free” retirement. At Oculus Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that should contribute toward a secure future. We provide impeccable client service by open communication and utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Estate Planning Awareness Week is a helpful prompt to look beyond the basics.For high-net-worth families, estate plannin...
10/18/2026

Estate Planning Awareness Week is a helpful prompt to look beyond the basics.

For high-net-worth families, estate planning may involve coordinating asset protection, tax-aware strategies, charitable giving, business interests, and plans for incapacity—alongside a clear plan for how wealth should transfer to the next generation.

A will is important, but it is only one part of a thoughtful legacy plan. Working with your estate attorney and a fiduciary financial advisor can help ensure your financial plan, investments, insurance, and beneficiary designations remain aligned with your wishes.

Swipe through for key considerations to discuss with your planning team. If you are ready to review your legacy plan, Oculus Financial Group is here to help.

Your company’s 401(k) plan should do more than simply exist—it should support employees and help business owners meet im...
10/15/2026

Your company’s 401(k) plan should do more than simply exist—it should support employees and help business owners meet important fiduciary responsibilities.

A regular benchmarking review can help assess:
• Plan fees and service costs
• Investment options and performance
• Employee education and support
• Participation and savings outcomes
• Whether the plan remains competitive for your team

Many plan sponsors benefit from reviewing their retirement plan every three to five years. At Oculus Financial Group, we help Bay Area business owners evaluate small-business retirement plans with a clear, fiduciary-minded perspective.

If it has been a while since your last review, let’s talk about whether 401(k) benchmarking could add value for your organization.

As the pace picks up this fall, it is easy to put important financial decisions on the back burner.Whether you are revie...
10/14/2026

As the pace picks up this fall, it is easy to put important financial decisions on the back burner.

Whether you are reviewing retirement goals, considering a 401(k) or IRA rollover, navigating tax-aware investment decisions, or simply looking for a second opinion, our team is here to help.

At Oculus Financial Group, we provide relationship-driven financial planning and wealth management for individuals, families, and business owners throughout the Bay Area and North Bay.

When you are ready to talk through what is next, we are just a call away.

(707) 230-6525
https://www.oculusfg.com/

October is National Financial Planning Month—a valuable opportunity to revisit the decisions shaping your financial futu...
10/13/2026

October is National Financial Planning Month—a valuable opportunity to revisit the decisions shaping your financial future.

For high-net-worth individuals, families, and business owners, a year-end review can help identify planning opportunities before the calendar changes. At Oculus Financial Group, we may review areas such as:

• Investment and diversification strategies
• Tax-aware planning opportunities
• Retirement income and 401(k) or IRA decisions
• Insurance and asset protection planning
• Charitable giving and legacy planning

Our relationship-driven approach is designed to help you clarify your goals and make informed decisions with confidence.

Reach out to schedule a conversation with our team in Danville or Petaluma.

National Savings Day is a helpful reminder that meaningful progress often starts with small, consistent decisions.Whethe...
10/12/2026

National Savings Day is a helpful reminder that meaningful progress often starts with small, consistent decisions.

Whether you are building an emergency fund, preparing for retirement, saving for education, or planning for a major life goal, a clear financial plan can help connect today’s choices with the future you envision.

Swipe for practical ways to make saving more intentional. If you would like to discuss a strategy tailored to your goals, our team at Oculus Financial Group is here to help.

Indigenous Peoples’ Day is an opportunity to recognize and honor the cultures, histories, and lasting contributions of I...
10/12/2026

Indigenous Peoples’ Day is an opportunity to recognize and honor the cultures, histories, and lasting contributions of Indigenous communities.

At Oculus Financial Group, we value lifelong learning and thoughtful conversations that broaden our understanding of the communities around us. The Smithsonian’s Native Knowledge 360° program offers resources on Indigenous history, culture, civics, and geography, developed in partnership with Native communities.

We encourage you to take time to learn, reflect, and explore these important perspectives.

https://americanindian.si.edu/nk360

A 401(k) and a 403(b) can both help employees save for retirement, but they are not interchangeable.The key difference i...
10/08/2026

A 401(k) and a 403(b) can both help employees save for retirement, but they are not interchangeable.

The key difference is who sponsors the plan: 401(k)s are generally offered by private-sector employers, while 403(b)s are designed for eligible nonprofit organizations, public schools, and certain government entities.

For business owners and organizational leaders, the right retirement plan should support your team while fitting your goals, budget, and administrative responsibilities.

At Oculus Financial Group, we help business owners evaluate small-business retirement plans and make informed decisions about building meaningful benefits.

Have questions about retirement plan options for your organization? Contact our team to start the conversation.

10/07/2026

A clear financial vision is a strong start. A thoughtful plan—and consistent action—helps turn that vision into progress.

Whether you are preparing for retirement, refining your investment approach, planning for a child’s education, or building a legacy for the people you care about, meaningful financial planning begins with knowing what matters most to you.

At Oculus Financial Group, we help Bay Area individuals, families, and business owners connect their goals with practical, personalized strategies.

What is one financial goal you are working toward? Share it in the comments—we would be glad to cheer you on.

10/06/2026

October is National Financial Planning Month—a helpful reminder that a strong financial plan is built for more than today’s headlines.

When markets feel uncertain, it can help to return to the fundamentals:
• Revisit the goals your plan is designed to support
• Confirm that your investment mix still reflects your time horizon and comfort with risk
• Look for tax-planning and retirement-planning opportunities
• Keep short-term market movement in perspective
• Make adjustments thoughtfully, not reactively

At Oculus Financial Group, we believe ongoing financial planning can help individuals, families, and business owners make decisions with greater clarity and confidence.

If you would like to review your current strategy or discuss what is changing in your financial life, we are here to help. Please contact us to start a conversation.

Estate planning is not reserved for the wealthy or those nearing retirement. It is an important part of a well-rounded f...
10/03/2026

Estate planning is not reserved for the wealthy or those nearing retirement. It is an important part of a well-rounded financial plan for individuals and families at many stages of life.

In recognition of National Estate Planning Awareness Month, we are sharing a quick quiz to help you test your knowledge of legacy planning, beneficiary designations, and the decisions that can help protect the people and goals that matter most.

Swipe through, see how you do, and share your results in the comments.

If you would like to discuss how estate planning coordination fits into your broader financial plan, our Oculus Financial Group team is here to help.

Address

156 Diablo Road Suite 210
Danville, CA
94526

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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