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Our Advantage

At Baywood Private Wealth Management, we have the resources and knowledge to develop a plan that is uniquely yours. We seek to offer our clients the highest level of service and have a variety of advantages that set us apart.

Independence

We are independent financial advisors, meaning we aren’t tied to any proprietary products, services, or distributors. This autonomy creates an environment of objectivity and impartiality in advising our clients. This independence, however, doesn’t limit us from establishing strategic relationships with the most suitable professionals to help clients pursue their long-term planning objectives.

A Husband and Wife Team

Our advisors, Flor Santana and Mark Bernard, decided to start their practice together because they saw the benefit a husband and wife team can have for their clients. They both offer specialized skills and experience and they work collaboratively to address their client's’ whole financial pictures.

In addition to the comfort, care, and support clients receive from our specialized team, our structure allows us to help more markets with their specific concerns. For example, we have an intimate understanding of the financial decisions women and couples face during their investment journey.

Community Support

We are proud to serve our local San Mateo area. We believe in supporting our community and lending a helping hand to those in need and our outreach expands past the walls of our office. Our firm is proud to support a number of charitable and civic organizations, including Mid-Peninsula Boys & Girls Club, StarVista, Mental Health Association and the San Mateo Health Foundation. Our advisors make a difference in the lives of both their clients and those in their neighborhoods.