Your Goals and Dreams, Our Guidance

With over 40 years in the wealth management industry, Craig Bacharach has seen it all. In his role as Managing Partner at BPGE, he is a seasoned, steady partner for the clients as they make their way through the investment journey.

Craig draws on a lifetime of earned proficiencies in equities, tax advantaged bonds, mutual funds, and options to create plans that authentically match the client’s vision for the future. He began in his career in 1979 in the corporate lending sector before moving to a predecessor firm for Wells Fargo Advisors in 1985. Now with the freedom of independence at BPGE Capital Management, he can serve his clients like never before.

Craig has a BA in International Relations from the University of California, Davis and a MA in International Studies/Economics from MIIS.

CA Insurance License Number 0A68416. Resident State CA.

It is Paul's mission is to make a positive difference in the lives of his clients by helping them enjoy the best of life through smart planning and implementation of strategies designed to help them reach their financial goals.

With 20 years' experience as a financial advisor, he manages investments for individuals, families, businesses, trusts, and charitable organizations. He is focused on providing objective and timely financial advice and guidance, with the highest level of professional service, while building and preserving wealth for his clients. Whether you are planning your retirement, saving for a child's education, looking to preserve or transition wealth, he can help.

Life is complicated. Your finances shouldn't be. Paul can help you navigate many aspects of your financial life including trust and estate planning, insurance and other protection strategies. With your permission, he'll consult with your CPA, attorney, and other advisors to ensure strategies are synchronized.

Paul holds a bachelor's degree in Political Science from the University of California, Davis and earned his Juris Doctorate from the Santa Clara University School of Law (no longer practicing). Following a ten-year career practicing law, he made the decision in 2000 to transition to a career in the financial services industry. With an emphasis on continuing education, he earned the CERTIFIED FINANCIAL PLANNER^TM, or CFP^®, practitioner designation from the Certified Financial Planner Board of Standards, Inc.

Away from the office, he enjoys spending time with his wife, Patti, and their two adult children, participating in outdoor sports, hiking, and reading.

CA Insurance License Number: 0D01652. Resident State CA.

In Kevin Bacharach’s world, a person’s word still means something. He believes that long term investing should not be emotional, and puts that belief into practice in his role as Managing Director at BPGE Capital Management. By looking at things logically and developing a good game plan, he partners with his clients through any situation.

With over a decade in experience as a financial advisor, Kevin has developed proficiencies in managing portfolios through diversification in individual stocks, bonds, and mutual funds. Now with the independence at BPGE, he has the freedom to help clients in a more intimate manner. In addition to his BS from UC Davis and MBA & Masters of Science in Financial Analysis from the University of San Francisco, Kevin has also been recognized as a Forbes Top Next-Gen Wealth Advisor* in 2018 and 2019, as well as a Wells Fargo Advisors Financial Network Premier Advisor** in 2021.

Kevin grew up in Alamo, not far from Walnut Creek. He keeps his heart in the community by supporting organizations like Compass Family Services, the Ovarian Cancer Research Alliance, and the John Miur NICU. When he gets some free time, you’ll find him supporting De La Salle High (his alma mater), watching the 49ers, Warriors, and Giants, or hanging out with his wife and three kids!

CA Insurance License Number: 0H21445. Resident State CA.

*The Forbes Top Next-Gen Wealth Advisors (AKA: America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.

As Managing Director at BPGE Capital Management, I believe that delivering the best possible service means giving advice that needs to be heard – not always the advice they want to hear. With empathy, an open ear, and a lifelong commitment to doing better, I am focused on being there for my clients through whatever life might throw their way. Honesty and an open mind (for both parties) is the only way to create the best path forward to achieving the important milestones that matter most.

After 12 years at Wells Fargo Advisors, I knew that it was time remove myself from the cumbersome environment of a wirehouse firm. Along with my four partners and staff, I helped to create BPGE Capital Management to deliver specialized solutions and guidance under a refined framework created and maintained our way.

With over a decade of experience as an advisor, and through a true team approach, I have had the privilege to work with many individuals and families. In addition, I assist several businesses, trusts, and charitable organizations as well as institutions and foundations. Every client has varied goals and objectives and it is important to identify each and every one of them. Regardless of these differences, each deserves a high level of service and prudent advice at all times.

Whether I am coaching sports teams, helping out in school, or just watching a Marvel Movie together, you will find me with my kids Siena & Giacomo when I am not working with my clients. I stay connected with my community by being on the Alumni Board and the Hall of Fame Committee at De La Salle High School. I graduated with a BA in Business Administration (Honors concentration Finance) from St. Mary’s College right here in Moraga CA.

CA Insurance License Number: 0H88587. Resident State CA.