Let us help you grow more than wealth


Welcome to the Monterey Branch

The Monterey Branch of RBC Wealth Management is located in the Ryan Ranch Business Park.  We are located just a few minutes from the Monterey Regional Airport with convenient access to the Monterey Peninsula. 

RBC Wealth Management has had a presence in the Monterey area for the last 10 years.  Our branch is staffed with financial advisors and staff members who are dedicated to RBC’s Collective Ambition – our purpose, vision and values.  RBC’s Collective Ambition is the articulation of what we stand for, why we’re here and how we’ll win as One RBC.

Our internal consulting team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team of professionals, specializing in numerous wealth management strategies including, but not limited to, Wealth Planning, Retirement Analysis and Fixed Income.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

4 Lower Ragsdale Dr., Suite 120, Monterey, CA, 93940, USA

Ralph Short bio photo

Ralph Short

Managing Director - Branch Network Director

Marcel TenBerge bio photo

Marcel TenBerge

Senior Managing Director - Complex Director

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Latest Insights

Cargo pulling cargo ship

Global equity: Push and pull

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more