Find a Financial Advisor in Walnut Creek, CA

 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Walnut Creek Office
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
Ranked Top 15 Barron’s Top 100 RIA Firms1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Walnut Creek Financial Advisory Team

 

Our team of fiduciary financial advisors in Walnut Creek, California, has more than 80 years of collective experience providing customized and comprehensive wealth management services to individuals and families throughout Northern California and the East San Francisco Bay area. Whether you’re looking to optimize your investment portfolio, plan for retirement, or develop money-saving tax planning strategies, our team is ready to offer our extensive experience and dedicated support.

With an office conveniently located on North California Boulevard, we invite you to visit our Walnut Creek financial planners so you can experience this commitment to excellence firsthand.

Leonardo Bojorquez
Leonardo Bojorquez Financial Advisor CFP®, ChFC®, AWMA®, MBA
Walnut Creek, CA Read bio
Mark Shone
Mark Shone Partner Advisor CFP®
Walnut Creek, CA Read bio
Matt De Garmo
Matt De Garmo Financial Advisor CFP®
Walnut Creek, CA Read bio
Richard Del Monte
Richard Del Monte Partner Advisor JD, MBA, CFP®
Walnut Creek, CA Read bio
Richard Gross
Richard Gross Financial Advisor CFP®, CMFC®, MBA
Walnut Creek, CA Read bio
Walnut Creek

 

1676 N California Blvd
Unit 410
Walnut Creek, CA 94596

Hours:
8am - 5pm, M-F

(925) 472-0874

 

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