Private Portfolios, Inc.




About Bob and Dan Binn

About their financial services

About the company

Sometimes, your financial future seems brilliantly clear. At other times, peace of mind is more elusive.

You have built your net worth with care. Now, sophisticated financial strategies can help to sustain your wealth in the years to come — strategies focused on results.

Find the investment management you need for the future. Develop a relationship with the financial advisors at Private Portfolios, Inc.

Private Portfolios, Inc. serves as a "private CFO" to its clients. Its leaders, Bob and Dan Binn, serve as client advocates — financial "quarterbacks" providing solutions in wealth management, estate planning, and succession planning.

SmartInheritor®

Estate Planning Learning Center


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424 North San Mateo Drive  Suite 200
San Mateo,  CA 94401
Tel: 650-548-9800   Fax: 650-548-9882
E-mail: dan@privateportfolios.com