Fee-Only advisor in Walnut Creek, CA we take a fiduciary role by addressing our client's financial needs without the use of commission-based products.

Saranap Wealth Advisors is a Fee-Only CERTIFIED FINANCIAL PLANNER™ that will assist you in all areas of financial planning. In addition to investment management, we review and make recommendations on your Estate Planning documents, Insurance coverage, Retirement Benefits, and Tax situation. We pride ourselves on working closely with our clients to to help them achieve their lifetime financial goals.