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2300 First Street, Ste 350, Livermore, CA 94550

(925) 430-5531
info@dltfg.com
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About Us

Where Financial Vision Meets Lasting Security.

Based in California’s Bay Area and proudly serving clients nationwide, De La Torre Financial Group is a boutique, family-owned fiduciary planning firm committed to building lifelong relationships through trust, care, and clarity. 

The legacy behind our name—De La Torre, derived from the Spanish “de la torre,” meaning “of the tower”—reflects our founder, Ryan De La Torre’s heritage and a time-honored tradition of perspective, protection, and watchful guidance. That spirit is deeply woven into everything we do. 

At De La Torre Financial Group, we believe financial planning should feel personal, empowering, and even enjoyable. We take the time to understand what truly matters to you, offering a welcoming experience grounded in clear communication, genuine connection, and long-term partnership. We’re here not just to guide your finances, but to help elevate your perspective—so you can rise above complexity, defend against risk, seize opportunities, and make informed decisions in order to feel confident about your future. 

Through deep expertise and our personalized Framework Process, we help you define what your financial roadmap means to you, explore income and lifestyle scenarios, and make informed, values-based decisions at every stage of life. 

We’re more than advisors—we’re advocates for your future.

Refine Your Strategy With Technical Expertise

As an independent, fiduciary firm, we’re free to design investment strategies that align with your unique goals—not a corporate agenda. With ongoing research, disciplined thinking, and a hands-on approach to portfolio management, we bring a high level of technical depth to every decision. 

Our goal is to create portfolios that defend what you’ve built, adapt to a changing landscape, and stay positioned for opportunities—so your investment strategy supports your life, not just the market.

The CFP® Certification: Expertise You Can Trust

As a CERTIFIED FINANCIAL PLANNER® professional, Ryan De La Torre meets rigorous standards of education, ethics, and client-first planning. This designation isn’t just a credential—it’s a commitment: to provide advice rooted in transparency, diligence, and your best interests. 

Ryan also holds a Certification in Long-Term Care (CLTC®), equipping him to guide clients through the complexities of healthcare planning and the realities of longevity. With technical expertise and a personal touch, he helps you plan with clarity—and live with confidence.

Our Foundational Values

Our values shape how we think, how we serve, and how we show up—for each other and for you. They define our culture, guide our decisions, and ensure our work is always rooted in transparency, care, and a client-first mindset. 

Disciplined Teamwork

 We operate as a unified team—organized, aligned, and fully accountable. Like a well-coordinated unit, each person knows their role and executes it with precision. The result? You feel the confidence of having a team behind you that’s always working in sync and in your best interest.

Purposeful Processes

Structure brings clarity, and clarity brings confidence. Our Framework Process is thoughtfully designed to be thorough, intentional, and transparent—so you always know what to expect and can move forward with purpose and confidence

Coaching to Empower

We’re not here to take control—we’re here to guide. Acting as educators and coaches, we help simplify complex concepts and empower you with the insight and confidence to make sound decisions aligned with your goals.

Genuine Care & Connection

Our work is personal. We build relationships that go beyond the numbers—staying present through life’s changes and milestones. We care deeply about your well-being, your family, and your future—and measure our success by the trust you place in us and the lives we help shape.

Connected and Serving Where It Counts

We believe real impact starts with care—and extends far beyond financial planning. As a family-owned firm, we’re passionate about giving back to the communities and causes that matter most.

Animal welfare and grassroots charities hold a special place in our hearts, and we’re proud to support organizations that make a tangible difference. As our firm grows, so does our commitment to meaningful service—often inspired by the passions of the clients we serve.

We're always looking for new ways to create connection and compassion in the world. If there's a cause close to your heart, we’re listening—and ready to stand beside you in making an impact.

Walk to End Alzheimer’s

After witnessing the impact of Alzheimer’s on so many families—including those close to us—we felt compelled to take action. Our involvement with the Walk to End Alzheimer’s began with donations, but quickly grew into something more personal. We’ve proudly participated in the walk, raised funds to support research and care, and volunteered our time to help bring the event to life. 

Alicia has contributed behind the scenes by assisting with event setup, helping support the growth of the walk in recent years. As our commitment deepens, we look forward to continuing our support in even more meaningful ways. 

Valley Humane Society

Animals bring unconditional love into our lives, and the Valley Humane Society ensures they receive the care and compassion they deserve. This local organization is especially meaningful to us. We donate regularly and actively participate in fundraising events—including Tails at Twilight, their annual gala. In its most recent year, the event raised over $310,000 to support lifesaving and life-enriching programs for animals in our community.

CASA of Alameda County

We are honored to support Friends of CASA (Court Appointed Special Advocates) of Alameda, an organization that empowers community volunteers to advocate for the needs of foster youth. Ryan has proudly served on CASA's board for the past four years and formerly served as treasurer, helping guide the program’s growth and development. His role offers a unique perspective into the challenges these children face and a hands-on opportunity to help shape a brighter future for them.

Music for Life Foundation

Maui has long held a special place in our hearts. After the devastating wildfires, we sought meaningful ways to give back to the community that has embraced us over the years. That search led us to the Music for Life Foundation, an organization that provides musical instruments and lessons to connect and uplift communities through the power of music. In 2018, we personally donated and also nominated the foundation for an Million Dollar Round Table (MDRT) grant, which resulted in a $3,000 award—funding 300 ukuleles to help bring healing and unity to those affected by the disaster.

*The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services LLC.

Get a Clear View of Your Future

We help you see your full financial picture—clearly, confidently, and from a new perspective. Through thoughtful education and collaborative coaching, we empower you to make informed, strategic decisions with the same insight we bring to the table. Together, we’ll build a plan that reflects your goals and guides you toward the future you envision. 

Join Us in the Tower

Serving You in Partnership With:


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Partnering with Cetera for Enhanced Financial Services

Through our partnership with Cetera, we benefit from their expert legal and financial services, unbiased investment research, and over 100 years of financial planning experience, allowing us to provide you with comprehensive and personalized financial solutions.

Advanced
 Planning Team

We benefit from the experienced legal and financial services from our key resource partner to help us deliver customized solutions.

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Investment Management Team

The Cetera Investment Team provides objective research and guidance to assist us in developing a personalized investment plan for you.

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Financial Plan Design Team

Cetera’s Financial Plan Design Team, with over 100 years of experience, is a valuable resource for financial planning.

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Who We Serve

We guide high-net-worth individuals, families, and executives in Northern California and nationwide with thoughtful, long-term financial strategies.

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Our Approach

At De La Torre Financial Group, we deliver personalized planning rooted in care, structure, and the technical depth of CFP®-led expertise. We offer a boutique experience built on trust, clarity, and enduring relationships.

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The De La Torre Team

Meet the financial planning and investment management professionals dedicated to protecting and building your wealth with insight and integrity.

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