Oculus Financial Group

Directions Website Contact the business

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.

October calls for a little friendly debate: which fall treat gets your vote?🍎 Caramel apple🥧 Pumpkin pieAt Oculus Financ...
10/26/2026

October calls for a little friendly debate: which fall treat gets your vote?

🍎 Caramel apple
🥧 Pumpkin pie

At Oculus Financial Group, we appreciate thoughtful choices—whether they are part of your financial plan or dessert plans. Share your pick in the comments, and let us know why it is your fall favorite!

Wishing a meaningful Dussehra to everyone celebrating.This occasion honors the triumph of good over evil and reminds us ...
10/20/2026

Wishing a meaningful Dussehra to everyone celebrating.

This occasion honors the triumph of good over evil and reminds us of the value of courage, purpose, and thoughtful new beginnings. At Oculus Financial Group, we appreciate the importance of building positive habits and making decisions that support the life you want to create.

May your celebration be filled with joy, strength, and time with those who matter most.

Retirement planning is about more than reaching a number. It is about creating a strategy that supports the life you wan...
10/19/2026

Retirement planning is about more than reaching a number. It is about creating a strategy that supports the life you want while helping you navigate taxes, investment risk, income needs, health care decisions, and the legacy you hope to leave.

During National Retirement Security Week, we are encouraging professionals, business owners, and families to revisit whether their financial plan reflects their long-term goals.

At Oculus Financial Group, our retirement planning guidance can help bring the pieces together—from retirement income planning and tax-aware investing to Social Security timing, insurance considerations, and estate planning coordination.

If you are nearing retirement or want greater clarity about your path forward, let’s start the conversation.

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.

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

Website

,

Alerts

Be the first to know and let us send you an email when Oculus Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Oculus Financial Group:

Shortcuts

Share

Category