Broker Check

At Walnut Creek Wealth Management, we serve the financial planning and wealth management needs of individuals, families and businesses in the San Francisco Bay area and around the country

Our mission is to learn what is important to you—personally, professionally and financially—and help you make financial decisions that support your goals. Our commitment to this mission is defined by three core principles:

Client-Centered Approach

Client-Centered Approach

gives you confidence you are prepared for life’s challenges with a personalized financial strategy

Objective Advice

Objective Advice

ensures we are acting in your best interest while making recommendations based on our knowledge, experience and resources

Personal Attention

Personal Attention

includes responsiveness, accessibility and follow-through as we build a long-term working relationship

Our Clients

We have extensive experience developing financial solutions for a wide variety of clients, from young families hoping to start off on the right foot to mid-career executives planning for college costs to retirees seeking to maintain a comfortable lifestyle.

Our team brings a particular specialization to working with:

Corporate Executives

Corporate Executives

Single, Divorced &#38; <br />Widowed Women

Single, Divorced &
Widowed Women

Business Owners

Business Owners

Physicians

Physicians

These niche clients have unique wealth management issues—and we have the experience, commitment and resources to solve the complexities of their circumstances and help them stay on track toward their goals.

Corporate Executives

“I don’t have time to make sure all aspects of my financial life are working to their fullest advantage. I must be missing some strategic opportunities.”

  • Exercising stock options
  • Managing concentrated stock positions
  • Navigating executive compensation

Single, Divorced and Widowed Women

“I alone must care for my needs now and in the future, so I have to be sure I understand my finances.”

  • Preparing for a secure retirement
  • Planning for lifelong cash-ow needs
  • Improving financial literacy

Business Owners

“I am great at my craft, but finances are foreign to me.”

  • Transitioning effectively out of a business
  • Establishing succession for the next generation
  • Maximizing retirement plan options

Physicians

“I have dedicated my career to taking care of others, but I rarely take time to care for my own financial health.”

  • Saving for retirement
  • Protecting assets through insurance coverage
  • Managing student loan debt

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