Contra Costa County, CA Financial Advisors and Resources



Financial Advisor Firms in Contra Costa County, CA


BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Website

(925) 932-0344

Two Walnut Creek Center
200 Pringle Avenue, Suite 555
Walnut Creek, CA 94596

SEC#: 801-57272
Years in Business: 21 years

LITMAN GREGORY FUND ADVISORS LLC

Website

(925) 254-8999

1676 N. California Blvd
Suite 500
Walnut Creek, CA 94596

SEC#: 801-52710
Years in Business: 25 years

J.P. KING ADVISORS, INC.

Website

(925) 935-1555

1600 South Main Street
Suite 275
Walnut Creek, CA 94596

SEC#: 801-60296
Years in Business: 20 years

ACCUVEST GLOBAL ADVISORS

Website

(925) 930-2882

3100 Oak Road
Suite 380
Walnut Creek, CA 94597

SEC#: 801-68887
Years in Business: 13 years

JCSD CAPITAL, LLC

Website

(925) 954-7207

1676 N. California Blvd.
#630
Walnut Creek, CA 94596

SEC#: 801-107372
Years in Business: 5 years

INTEGRITY WEALTH PARTNERS, LLC

Website

(925) 300-3222

1320 Mt. Diablo Blvd.
Suite 200
Walnut Creek, CA 94596

SEC#: 801-77910
Years in Business: 8 years

CASILIO LEITCH INVESTMENTS

Website

(925) 448-2215

101 Ygnacio Valley Road
Suite 211
Walnut Creek, CA 94596

SEC#: 801-110379
Years in Business: 4 years

CASTLE ROCK WEALTH MANAGEMENT, LLC

Website

(925) 478-8800

1777 Botelho Dr.
Suite 105
Walnut Creek, CA 94596

SEC#: 801-110593
Years in Business: 4 years

WALNUT CREEK WEALTH MANAGEMENT

Website

(925) 280-1800

1850 Mt. Diablo Blvd
Suite 170
Walnut Creek, CA 94596

SEC#: 801-110685
Years in Business: 4 years


How Retirement-Friendly is Contra Costa County, CA?

  • Population: 1142,251
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $642,000
  • Average Monthly Housing Cost: $2,013
  • Average Household Income: $135,742
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Contra Costa County, CA Financial Advisor FAQs

From helping to plan a career change or a new business venture, to providing advice on tax planning or managing retirement options, the role of the financial advisor is varied but spans all areas of finance.
A financial advisor is an independent professional who provides advisory services on topics related to personal finance. These services may include principal protection through risk management strategy, asset allocation, income tax decision-making, retirement goal setting and wealth preservation.
Financial advisors vary in their skill sets and services, but it's important to find someone who is a fiduciary by either the SPC or Bureau of Securities & Exchange Commission.
A financial advisor can do a lot for you because they take the time to really get to know your specific needs and goals, enabling them to provide sound advice on what you should be doing with your money now and in the future.