Pleasanton, CA

Address6700 Koll Center Pkwy, Suite 215, Pleasanton, CA 94566
Phone(925) 474-1420
Primary Services
Employee BenefitsHRHR Technology Consulting
Connect with a OneDigital Team Near You

OneDigital brings together a national team of experienced professionals who fiercely advocate for businesses and individuals to achieve their aspirations of health, success, and financial security. We provide trusted advice, products, and solutions — delivered by one coordinated team and backed by one purpose: helping those we serve do their best work and live their best lives.

Our Solutions

Tailored solutions that strengthen the health, financial security, and success of people and organizations.

Personal Financial Services

Wealth Management

Financial guidance built around your goals, your journey, and your life. We help you align resources, ambitions, and priorities—so you can navigate life’s milestones with confidence and build lasting financial well-being.

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Insurance

Personal Insurance

Protect what matters most with tailored personal coverage. From home and auto to umbrella insurance, our advisors help safeguard your lifestyle and assets—so you can feel secure no matter what life brings your way. 

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Personal Financial Services

Financial Education & Guidance

Build confidence and clarity at every stage of your financial journey. Through interactive learning, personalized resources, and timely events, we empower individuals to make informed decisions—helping to build lasting financial security.

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Healthcare

Medicare Advantage

Explore your healthcare options with guidance you can trust. We help you navigate Medicare Advantage, supplemental, and prescription coverage with clarity—so you can make informed choices that fit your health and budget.

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Personal Financial Services

Private Client

Sophisticated wealth strategies for individuals and families with complex needs. Our Private Client team delivers a level of strategy that streamlines complexity, protects your legacy, and gives you the confidence to focus on the life you choose.

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Personal Financial Services

Executive Planning

Turn complex business transitions into clear, actionable plans. We help entrepreneurs and business owners address the personal, tax, legal, and financial considerations of selling or transferring a business—ensuring a smooth succession and protecting long-term wealth.

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Let’s build a plan that helps you live well—today and tomorrow.
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Connect With Us

Have a question or a goal in mind? We’re ready when you are.

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