Business Details
44 Years
experience
Trusted Financial Advisers in San Francisco
At Roof Eidam & Maycock Associates, we specialize in life planning that extends beyond traditional financial advice. Our approach centers on understanding your unique life goals and crafting financial strategies to support them. With over 100 combined years of experience, our four partners bring deep expertise in financial services, ensuring personalized guidance tailored to your needs. We operate as a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission, managing over $700 million in advisory assets for 300+ clients. Our comprehensive process integrates income planning, tax management, retirement strategies, estate planning, and risk mitigation.We prioritize transparency, ethical standards, and client trust, accepting clients exclusively by referral. Our mission is to preserve and grow your financial security through disciplined asset management and holistic planning. We collaborate closely with your existing advisors to align all aspects of your financial life. Our teams commitment to continuing education ensures we stay at the forefront of industry best practices. This dedication to excellence has established us as a trusted partner for individuals and institutions seeking long-term financial success.
Services
Income Planning
Investment Management
Retirement Strategies
Tax Optimization
Estate Planning
Risk Management
Wealth Transfer
Insurance Analysis
Charitable Giving
Education Funding
Details
- Year established: 1982
Highlights and features
- We combine over 100 years of collective financial expertise with personalized service
- Our holistic approach integrates all aspects of financial planning into unified strategies
- We maintain fiduciary responsibility as SEC-registered investment advisers
- Our referral-based model ensures we serve clients with aligned values and expectations
- We collaborate with your existing legal and tax professionals for coordinated planning
Associations and certifications
- SEC Registered Investment Adviser
Services
Investment Management
We develop personalized investment strategies aligned with your risk tolerance and financial goals. Our approach combines strategic asset allocation with tactical adjustments based on market conditions. We aim to optimize total returns while minimizing portfolio volatility through continuous monitoring and risk management techniques.
Retirement Planning
Our retirement planning services focus on achieving financial independence through comprehensive analysis of income needs and distribution strategies. We coordinate with existing retirement plans while implementing new solutions to maximize capital accumulation and tax-efficient withdrawals during retirement years.
Estate Planning
We specialize in multi-generational wealth planning, working with estate attorneys to establish efficient transfer mechanisms. Our services include trust implementation, tax minimization strategies, and coordination of insurance vehicles to ensure smooth asset distribution to both individual and charitable beneficiaries.
Tax Optimization
We integrate tax planning with overall financial strategies, collaborating with your tax advisors to minimize liabilities across income, gift, and estate taxes. Our approach considers evolving tax scenarios and implements portfolio adjustments to reduce ongoing tax consequences of investments.
Risk Management
We assess insurance needs across property, health, disability, long-term care, and life coverage areas. Our analysis includes existing policies and employee benefits to identify gaps, then implements competitively priced solutions that protect your assets and family financial security.
People
Gary E. Roof
Founder & Senior Partner
CFP professional with 40+ years in financial services. Founded REMP in 1982 after 8 years at Acacia Group. Active FPA member and graduate of Wright State University with pre-law background.
Don H. Eidam
Partner
CFP since 1988 with expertise in economics and international relations. Holds University of Wisconsin-Madison degree and contributes financial planning insights through active FPA membership.
Randall R. Maycock
Partner
Wharton School graduate with entrepreneurial management degree. CFP since 1990, combining financial expertise with community leadership in Bay Area Jewish organizations.
John Peralta
Partner
Former broker with Merrill Lynch and Lehman Brothers. CFP since 1995 with insurance licensing. Holds SF State University degree in finance and real estate with comprehensive client service focus.
Questions
What services does Roof Eidam Maycock Peralta offer?
We provide comprehensive financial planning including investment management, retirement strategies, tax optimization, estate planning, risk management, and multi-generational wealth transfer solutions.
How is REMP different from other financial advisors?
We focus on life planning rather than just portfolio management, integrating all aspects of your financial life into personalized strategies while maintaining fiduciary responsibility as SEC-registered advisors.
What is your investment approach?
We use strategic and tactical asset allocation based on economic conditions, aiming for competitive returns with less volatility than benchmarks through disciplined risk management techniques.
How do you work with clients?
We accept clients by referral only, collaborating closely with your existing legal and tax professionals to create coordinated financial strategies tailored to your unique circumstances.
What experience does your team have?
Our four partners share over 100 years of financial services experience, with each holding CERTIFIED FINANCIAL PLANNER (CFP) credentials and advanced education from institutions like Wharton and University of Wisconsin.
