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Attorney Profile

VINCENT WOOD, ATTORNEY, CFA

Mr. Wood began his legal career with the view of developing a personally rewarding practice by working directly with individuals and families. He draws upon his financial background to apply creative approaches to complex Estate Planning issues. Mr. Wood currently provides Estate Planning, Trust Administration and Probate Administration services to his clients. In addition, Mr. Wood provides his clients advice with Wills, Guardianships, Conservatorships and Special Needs trusts.

Prior to establishing his firm, Mr. Wood worked at the Law Offices of Stan Riddle counseling clients in the areas of Chapter 7 and Chapter 13 Bankruptcy and in Consumer Litigation. Mr. Wood has also worked as a project manager for Morgan Stanley Capital International and in portfolio management at Mellon Capital Management.

Mr. Wood graduated from the U.C. Berkeley Business School with a focus in finance and from JFK law school. Mr. Wood is a Chartered Financial Analyst (CFA) and spent many years in the financial securities industry. He has extensive experience and knowledge of fixed income and equity securities and in derivative instruments.

Professional Associations and Memberships:

  • National Association of Consumer Advocates (NACA)
  • WealthCounsel Member
  • Alameda County Bar Association
  • Contra Costa Bar Association
  • CFA Society of San Francisco
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