ABOUT BAY STREET
TESTIMONIALS
ABOUT BAY STREET
TESTIMONIALS

Because Everyone Should Have A Financial Plan.

Ekenna Anya-Gafu, CFP®, AAMS®

Financial Wellness

For You and Your Loved Ones

  • One-On-One Sessions
  • Family-Focused Financial Wellness Workshops
  • Financial Literacy Assessments
  1. Accomplish Your GoalsWork with a Certified Financial Planner to demystify your finances
  2. Stay On TrackSchedule quarterly check-ins and ad-hoc reviews
  3. Life HappensTackle the highs and the lows of life and avoid emotional pitfalls
We Take Performance Seriously

FINRA Accredited Designations

  • Charted Financial Analyst - CFA
  • Certified Financial Planner - CFP
  • Accredited Investment Fiduciary - AIF
  • Certified Public Accountant - CPA
  • Accredited Asset Management Specialist - AAMS
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Investing Ideas
How To Invest In Real Estate: 5 Simple Ways

Real estate has been a popular investment option among many investors ...

William Huston, AIF®, AIFA®June 27, 2022
Investing Ideas
What Is A REIT (Real Estate Investment Trust)?

If you're interested in getting into real estate investing, you've pro...

William Huston, AIF®, AIFA®June 26, 2022

Topics

Recent Blogs

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Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial planning firm headquartered in Palo Alto, CA. We manage portfolios with the goal of maintaining and increasing total assets and income. Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.