Certified Financial Planners
Manta has 19 businesses under Certified Financial Planners in Walnut Creek, CA
Featured Company Listings
1407 Oakland Blvd., Ste 108
Walnut Creek, CA
(888) 883-3222
CLAIMED
Owner Retirement Planning
Financial Services
Personal Financial Planning
Key-person Insurance
Business Insurance
Our integrated wealth management approach differentiates us from advisors who only manage investments. We help coordinate each of our client’s entire financial life to help ensure their money is working for them efficiently and with the least risk possible.
A Certified Financial Planning firm with more than $175 MM in assets under management, we have 30 years of experience and two locations in the North and East Bay areas. Our services include:
INVESTMENT MANAGEMENT
- Tactical Asset Allocation
- Risk and Volatility Minimization
BUSINESS
- Succession Planning
- Employee Benefits
- Business Financial Planning
- Key-Person Insurance
- Owner Retirement Planning
PERSONALIZED FOR YOUR LIFE
- Retirement Planning
- Financial Planning
- Change in Career
- Family Change
- Tax Minimization
- Help with Major Sale or Purchase
- Cash Flow Optimization
- Insurance
- Estate Planning Coordination
- Charitable Giving
Kelly Crane, CFP®, CLU, CFA, and Earl Knecht, CFP®, Registered Principals, offer securities and some advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Some advisory services offered through Napa Valley Wealth Management. Cetera is under separate ownership from any other named entity. Kelly Crane, CA insurance license number 0668025. Earl Knecht, CA insurance license number 0D32555.
100 Pringle Avenue
Walnut Creek, CA
(925) 951-4393
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
200 Pringle Avenue
Walnut Creek, CA
(833) 961-6926
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
200 Pringle Avenue
Walnut Creek, CA
(925) 286-9862
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1555 Mount Diablo Boulevard
Walnut Creek, CA
(925) 499-4099
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
1555 Mount Diablo Boulevard
Walnut Creek, CA
(925) 278-5538
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
200 Pringle Avenue
Walnut Creek, CA
(925) 854-0386
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
CLAIMED
Categorized under Certified Financial Planners
Allworth Financial's Walnut Creek office offers a personalized and comprehensive approach to wealth management. Backed by an award-winning team and national reach, our local fiduciary financial advisors apply modern, sophisticated strategies across investment management, tax planning, estate planning, and insurance. We connect and optimize every part of your financial life-strategically and seamlessly. Contact us to learn more.
2890 North Main Street
Walnut Creek, CA
(925) 472-9411
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
200 Pringle Avenue
Walnut Creek, CA
(925) 234-5336
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
All Company Listings
100 Pringle Avenue
Walnut Creek, CA
(925) 951-4393
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
1407 Oakland Blvd., Ste 108
Walnut Creek, CA
(888) 883-3222
CLAIMED
Owner Retirement Planning
Financial Services
Personal Financial Planning
Key-person Insurance
Business Insurance
Our integrated wealth management approach differentiates us from advisors who only manage investments. We help coordinate each of our client’s entire financial life to help ensure their money is working for them efficiently and with the least risk possible.
A Certified Financial Planning firm with more than $175 MM in assets under management, we have 30 years of experience and two locations in the North and East Bay areas. Our services include:
INVESTMENT MANAGEMENT
- Tactical Asset Allocation
- Risk and Volatility Minimization
BUSINESS
- Succession Planning
- Employee Benefits
- Business Financial Planning
- Key-Person Insurance
- Owner Retirement Planning
PERSONALIZED FOR YOUR LIFE
- Retirement Planning
- Financial Planning
- Change in Career
- Family Change
- Tax Minimization
- Help with Major Sale or Purchase
- Cash Flow Optimization
- Insurance
- Estate Planning Coordination
- Charitable Giving
Kelly Crane, CFP®, CLU, CFA, and Earl Knecht, CFP®, Registered Principals, offer securities and some advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Some advisory services offered through Napa Valley Wealth Management. Cetera is under separate ownership from any other named entity. Kelly Crane, CA insurance license number 0668025. Earl Knecht, CA insurance license number 0D32555.
200 Pringle Avenue
Walnut Creek, CA
(833) 961-6926
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
200 Pringle Avenue
Walnut Creek, CA
(925) 286-9862
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1555 Mount Diablo Boulevard
Walnut Creek, CA
(925) 499-4099
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
1555 Mount Diablo Boulevard
Walnut Creek, CA
(925) 278-5538
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
200 Pringle Avenue
Walnut Creek, CA
(925) 854-0386
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
CLAIMED
Categorized under Certified Financial Planners
Allworth Financial's Walnut Creek office offers a personalized and comprehensive approach to wealth management. Backed by an award-winning team and national reach, our local fiduciary financial advisors apply modern, sophisticated strategies across investment management, tax planning, estate planning, and insurance. We connect and optimize every part of your financial life-strategically and seamlessly. Contact us to learn more.
2890 North Main Street
Walnut Creek, CA
(925) 472-9411
CLAIMED
Categorized under Certified Financial Planners
Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.
200 Pringle Avenue
Walnut Creek, CA
(925) 234-5336
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1990 North California Boulevard
Walnut Creek, CA
(925) 255-0004
CLAIMED
Categorized under Certified Financial Planners
Your financial life is a journey, and every decision shapes the path ahead. At Monvia Financial, our name reflects our mission: to help you navigate a complex financial world with clarity and confidence.
As fiduciary advisors based in Walnut Creek, CA, we deliver comprehensive financial planning, wealth management, and tax strategies tailored to your goals and values. Whether you're planning for retirement, managing wealth, or navigating a major life transition, we help you create a roadmap for the life you want.
200 Pringle Avenue
Walnut Creek, CA
(510) 727-9749
CLAIMED
Categorized under Certified Financial Planners
Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized wealth plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted private wealth advisor from U.S. Bank who's supported by a full team of experts. Whether you prefer to meet in person or the convenience of virtual appointments, we're dedicated to serving your financial needs.
1990 North California Boulevard
Walnut Creek, CA
(925) 255-0004
CLAIMED
Categorized under Certified Financial Planners
Your financial life is a journey, and every decision shapes the path ahead. At Monvia Financial, our name reflects our mission: to help you navigate a complex financial world with clarity and confidence.
As fiduciary advisors based in Walnut Creek, CA, we deliver comprehensive financial planning, wealth management, and tax strategies tailored to your goals and values. Whether you're planning for retirement, managing wealth, or navigating a major life transition, we help you create a roadmap for the life you want.
1555 Mount Diablo Boulevard
Walnut Creek, CA
(925) 278-5535
CLAIMED
Categorized under Certified Financial Planners
Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty services include business financing strategies, partner buy-in and buy-out loans, electronic payroll, equipment leasing programs, real estate lending, lines of credit and a full range of checking and savings accounts. Member FDIC. Equal Housing Lender.
1966 Tice Valley Road, Suite 309
Walnut Creek, CA
(925) 482-6590
Categorized under Certified Financial Planners
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.
Categorized under Certified Financial Planners
Categorized under Certified Financial Planners
Ginsberg Financial Strategies, led by Michael Ginsberg, a Certified Financial Planner and former Real Estate and Estate Planning Attorney, offers over 25 years of expertise in financial and investment planning. Specializing in Retirement Income Planning, the firm uses Michael's unique 5-Step Process to craft personalized financial strategies. With a strong emphasis on client service and managing portfolio volatility, Ginsberg Financial Strategies stands out for its innovative products and commitment to helping clients achieve their envisioned retirements.
1399 Ygnacio Valley Road, Suite 24
Walnut Creek, CA
(925) 348-5852
Categorized under Certified Financial Planners
Elevation Wealth Management is a San Francisco Bay Area based Registered Investment Advisor, providing investment management and financial planning to discerning individuals, families, and companies.
1600 S Main Street, Suite 195
Walnut Creek, CA
(415) 887-1416
Categorized under Certified Financial Planners
At Treehouse Wealth Advisors, we believe that envisioning the future requires big thinking and lofty dreams, coupled with the security of strong branches and stable roots. Through bespoke investment and financial planning solutions, we seek to help innovators, legacy builders and impact makers reach their goals, both financial and otherwise. Are you ready to invest in your adventure?
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California
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