- Certified Financial Planner (CFP)
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.