Heritage Fund Realty and Investments

Proudly Serving the East Bay and Greater Bay Area

Heritage Fund Realty and Investments is one of the Bay Area’s leaders in Real Estate, Financial Services, and Financial Education. We aim to not only grow the wealth of our clients, but to grow the knowledge of our clients and our community.


Our areas of products and services are:

Buying and selling Real Estate
Mortgages (Purchase, Refinance, Commercial)
Real Estate Investment
Property Management
Life Insurance
Financial Planning and Education

We know real estate, we know financial services, and we know the area. We are passionate about our community and our goal is to provide the best services available.