Boutique Wealth Planning in San Rafael, CA
The RWA Wealth Partners office in San Rafael is composed of seasoned professionals committed to advanced wealth planning, investment management, estate planning and tax planning, preparation and filing. We understand the importance of securing your financial future and are committed to guiding you every step of the way with tailored solutions to help you achieve your financial goals. Meet the team of professionals who are dedicated to your success.
MEET The team in san rafael
At RWA Wealth Partners, we believe that wealth is human. Your team of professionals care deeply about you and your needs. We look forward to crafting customized plans that help you achieve your financial goals while enjoying all that life brings.

Russell Albright

Brennan Foust

Jeremy Lehrer

Wealth Advisor
Russell Albright
Russell Albright serves as a wealth advisor at RWA Wealth Partners. In his role, Russell meets with current and potential clients to establish and implement investment and financial planning strategies based on their unique goals. Using his expertise to analyze each client’s financial picture through a holistic framework, Russell assesses specific needs, plans for near- and long-term time horizons, and works with his team to implement a targeted wealth strategy.
Russell graduated from the University of the Pacific, where he earned a B.A. in pre-law studies. He also earned a certificate in Strategic Decision and Risk Management from Stanford University’s Center for Professional Development and holds the Certified Trust and Fiduciary Advisor designation (CTFA) from the Institute of Certified Bankers.
In his free time, Russell enjoys golfing, fly fishing, touring Sonoma County’s wineries and spending time with his family.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
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Wealth Advisor
Brennan Foust
Brennan Foust is a wealth advisor at RWA Wealth Partners. Brennan provides comprehensive financial planning to individuals and families in coordination with our investment team, tax professionals and estate planners. Brennan plays an integral role in helping clients build, sustain, and transfer their wealth according to their specific goals and needs. Brennan began his career at RWA Wealth Partners in 2019 as a relationship manager, where he was responsible for delivering individualized and comprehensive financial planning solutions. Before joining RWA Wealth Partners, Brennan worked as an investment analyst at Stevens Foster Financial Advisors, a Minnesota-based advisory firm.
Brennan graduated from the University of Minnesota’s Carlson School of Management with a B.S. in finance. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2024.
Brennan currently resides in San Francisco with his wife, Diana, and is an avid sportsman who particularly enjoys soccer, golf and cycling.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
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Portfolio Manager & Director
Jeremy Lehrer
Jeremy Lehrer serves as a Portfolio Manager and Director at RWA and is a member of the firm’s Investment Team. In his role, Jeremy meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his client’s investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations, and individual client objectives. Jeremy’s breadth of experience in financial services helps shape his commitment to providing exceptional client service.
Previously at Matthews Asia, Jeremy helped investment advisors like RWA better understand investment opportunities in Asian and Emerging Markets. At Charles Schwab, he helped investors understand research resources for their separately managed account platform. As an emerging market debt intern at a Japanese bank in the late nineties, Jeremy observed (but did not directly cause) the Asian Financial Crisis.
Jeremy graduated with a BA in Asian Studies and Political Science from the University of North Carolina at Chapel Hill and holds a Masters of Pacific International Affairs from the School of International Relations and Pacific Studies at the University of California, San Diego. He has earned the right to use the Chartered Financial Analyst®, Certified Private Wealth Advisor ® and Chartered Alternative Investment Analyst ® designations.
Jeremy lives with his wife in San Francisco and Sonoma, CA, and enjoys world travel (53 countries and counting), audiobooks, and the occasional glass of wine.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
Ready to experience the human
side of wealth®?
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Ready to experience the human side of wealth™?
Let’s begin.
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85 Wells Avenue, Suite 109
Newton, MA 02459
info@rwawealth.com
833.RWA.PLAN