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Best Financial Advisors in Walnut Creek

2023

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Website
2033 N. Main Street, Suite 1060, Walnut Creek, CA 94596
  • Certified Financial Planner (CFP)

Why choose this provider?

Yoder Wealth Management serves current and retired corporate executives, business owners, and high-level professionals in Walnut Creek. It caters to clients who want to increase their wealth, reduce income and estate taxes, and protect their assets. Its work approach begins by examining a client's objectives and financial resources. It then evaluates the client's financial situation and offers planning solutions such as equity compensation and portfolio management. The company is led by Certified Financial Planners and Chartered Retirement Plans Specialists.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1655 North Main Street, Walnut Creek, CA 94596
  • Estate and Trust Specialist

Why choose this provider?

Mike Taylor is a financial advisor based in Walnut Creek who has been helping individuals manage their finances since 2006. He works with a U.S. Bank wealth management banker to assess clients' financial circumstances and devise strategies that reflect their objectives. He assists in planning their retirement plan distributions, insurance coverages, investments, estates, and charitable gifts. He also advises them on matters concerning executive compensation and business succession. Taylor has a bachelor's degree in Economics, a master's in Risk Management, and a CFP credential.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1255 Treat Blvd Suite 1000, Walnut Creek, CA 94597
  • Certified Financial Planner (CFP)

Why choose this provider?

The Sterling Group offers financial advice to individuals and families in the Walnut Creek area. It helps clients navigate the challenges associated with preserving, sustaining, and transitioning wealth. It provides assistance in exploring and pursuing short- and long-term financial goals, as well as managing investments. Juliana Park, the senior vice president of the company's wealth management division, has been serving clients since 2002. In addition to her CFP designation, Park holds an MBA and MA in Psychology.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1444 N. Main Street Suite D, Walnut Creek, CA 94596
  • Certified Financial Planner (CFP)

Why choose this provider?

Laurus Financial Group LLC provides solutions to customers in the Walnut Creek metro. It helps clients set financial goals based on their interests and current situation. Its team formulates strategies that assist customers in reaching their short and long-term goals. Craig Weinstein, a managing partner at Laurus Financial Group, holds the designation of Accredited Investment Fiduciary. He has more than 16 years of experience in the financial services industry and has worked towards attaining his Certified Investment Management Analyst accreditation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1600 S. Main Street Suite 202, Walnut Creek, CA 94596
  • Certified Financial Planner (CFP)

Why choose this provider?

True Wealth Advisory Group serves Walnut Creek-based retirees, business owners, and individuals going through life transitions, such as divorce. The firm offers investment and debt management, as well as retirement, tax, insurance, and estate planning. Its team focuses on achieving the client's personal version of wealth by creating financial plans that give a clear view of what they need and want to feel satisfied and secure. The financial advisory firm has been operating for more than 30 years. Managing Partner David Allen is a Certified Financial Planner.

License Verified:

License: 5294586

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2010 Crow Canyon Place Suite 100, Office #404, San Ramon, CA 94583
  • Certified Financial Planner (CFP)

Why choose this provider?

Gateway Financial Advisors, Inc., serves the people of Walnut Creek and the surrounding areas. Its professionals protect clients' wealth by designing plans and strategies, managing assets, and analyzing portfolios. In addition, they help families and individuals manage risks and avoid future burdens by planning their disability income, long-term care, and life insurance. CEO Shane Westhoelter has been in the industry since 1988. He invented a proprietary process called Quality Life Planning, which applies the basics of financial planning to a client's life before retirement.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (4)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1601 N. Main St Suite 204, Walnut Creek, CA 94596
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Grant Private Wealth Management caters to individuals, families, and businesses in the Walnut Creek metro and the surrounding communities. It helps clients achieve their short and long-term financial goals by offering planning services. These solutions address areas of concern, such as debt management, education planning, estate preservation, family transfers, gifts, and retirement. Home purchase and trust review are also included. In addition, the company provides investment strategies, including asset allocation, mutual funds, and tax planning.

License Verified:

License: 292917

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
11 5th St. Suite 108, Petaluma, CA 94952
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

Enso Wealth provides financial solutions to individuals and businesses in Walnut Creek and the surrounding communities. The firm provides assistance with business exit strategies, high-impact philanthropy, new home purchases, and college funding. It also provides goal-oriented fulfillment strategies, validated investment advice, advanced planning, and relationship management. Mark Clure, the company's principal, has over 26 years of experience. In addition, he is the author of "True Wealth: The GUIDE Process for Finding and Financing Your Ideal Life."

License Verified:

License: 287882

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1261 Locust St., Suite #60, Walnut Creek, CA 94596
  • Retirement Planning

Why choose this provider?

David Bobrowsky offers financial planning solutions to clients in the Walnut Creek metro. He helps customers form and implement a financial program based on their goals and situation. Bobrowsky assists clients in matters concerning retirement planning, wealth preservation planning, and retirement income distribution strategies. He also keeps customers informed on their investments and manages issues surrounding sudden wealth. Bobrowsky represents Gateway Financial Advisors, Inc., and holds the designations of Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Yelp
4.5 / 5 (9)
Facebook
5.0 / 5 (1)

Website
1600 South Main Street Suite 275, Walnut Creek, CA 94596
  • Certified Financial Planner (CFP)

Why choose this provider?

J.P. King Advisors, Inc., works with men and women across the Walnut Creek area who are seeking financial planning and investment management services. It assists individuals in optimizing their spending, saving for their children's college education, planning their retirement incomes, and maximizing their Social Security benefits. Through behavioral coaching, it shapes its clients into becoming rational investors. James P. King, who founded the firm in 1981, has been working in the financial industry since 1979. He has an MBA degree and a CFP designation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1255 Treat Boulevard, 3rd Floor, Walnut Creek, CA 94597
  • Certified Financial Planner (CFP)

Why choose this provider?

Van Kesteren Capital Management helps individuals and businesses in Walnut Creek with their finances. The firm provides a wide range of financial planning that includes wealth management, retirement preparation, and investment portfolio creation. Its professionals, led by founder Greg van Kesteren, assist clients in each step of the planning process, starting from financial assessment and developing strategies to optimize resources to implementing plans. Van Kesteren is a CFP and has been in the industry for over 25 years.

License Verified:

License: 283824

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1211 Newell Ave. Suite 120, Walnut Creek, CA 94596
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Element Wealth Management is an independent financial planning firm that serves individuals and families from Walnut Creek and the surrounding areas. It provides financial management services, which include strategic asset management, estate and trust planning, and retirement planning. It assists clients with mutual funds, unit investment trusts, annuities, and bonds. Managing partner Chris J. Held has been practicing law for almost two decades. He holds the Chartered Financial Planner and Chartered Retirement Plans Specialist designations.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2855 Mitchell Drive, Suite 203, Walnut Creek, CA 94598
  • Certified Financial Planner (CFP)

Why choose this provider?

Arbor Wealth Management helps individuals and families in Walnut Creek and surrounding areas achieve their financial goals. Its team offers financial planning and investment management services. Committed to assisting clients who seek greater diversification and non-correlation, the firm provides alternative investments like access to managed futures and non-traded REITs. Arbor Wealth Management has been in operation since 1993. One of its financial advisors, Adam Bagherian, is a Certified Financial Planner and a Certified Kingdom Advisor.

Website
1320 Mt. Diablo Blvd. Suite 200, Walnut Creek, CA 94596
  • Certified Financial Planner (CFP)

Why choose this provider?

For the past two decades, Integrity Wealth Partners has been guiding families and small businesses in Walnut Creek and the neighboring areas in achieving their financial objectives. The firm's team of financial advisors helps clients in creating and implementing financial plans that are custom-tailored to their unique situations. They also assist business owners, non-profits, and municipal employers establish a retirement plan for their employees. They hold various professional designations, including the Master Financial Planner Professional and Advanced Investment Strategist.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What does SRI stand for, and why do residents of Walnut Creek favor this option?

    SRI stands for socially responsible investing, or choosing investments by taking into account social, environmental, and corporate governance factors. People in Walnut Creek and other California areas favor this alternative since it is in accordance with their moral principles. This plan also fosters positive effects on society and the environment and maintains high-quality assets with promising performance prospects.

  • Who are eligible for qualifying retirement plans in Walnut Creek, and what kinds of plans are available to them?

    In Walnut Creek, the people who can obtain qualified retirement plans are business owners, municipal employers, and those who run a non-profit organizations. These plans that they can avail include 457, 403 (b), and 401 (k). Your financial advisor will help you establish these plans and tailor them to fit your needs.

  • Until when can you use the married filing jointly tax brackets in Walnut Creek?

    In Walnut Creek, unless you have a dependant or meet the other requirements to file your taxes as an eligible widow, you are able to use the married filing jointly tax brackets for the last time during the year of your spouse's passing. You will file as a single person going forward and be liable to higher tax rates as the surviving spouse.

  • What factors should you take into account while examining your investing plans in Walnut Creek?

    To successfully assess your investment strategy in Walnut Creek, consider whether you have enough income to generate the monthly cash flow required to cover current expenses. You may also try asking yourself what steps you are taking to minimize or cut taxes in your investment portfolio and whether you are taking any steps at all. By doing this, you can identify certain flaws in your plan and address them.

  • How can Walnut Creek financial advisors help directors and executives?

    Walnut Creek financial advisors work with directors and executives to help them free up time to concentrate on their careers and lessen their financial stress. Additionally, these advisors can assist these clients with tax-efficient planning to increase their cash flow and spendable income while leveraging their investments for the highest return possible while maintaining a suitable and comfortable level of risk.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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