Find a Financial Planner in Walnut Creek, CA

 

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We Only Work With The Best Walnut Creek Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Walnut Creek, CA


  • Financial Advisor Close to Walnut Creek, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Walnut Creek Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Walnut Creek area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Walnut Creek is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
33.0% of Walnut Creek's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Walnut Creek area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Walnut Creek area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Walnut Creek area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Walnut Creek area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Walnut Creek area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Walnut Creek area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Walnut Creek, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Walnut Creek, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Walnut Creek financial advisors.
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How Retirement-Friendly is Walnut Creek, CA?

  • Population: 69,567
  • % of Population 62 Years and Over: 33%
  • Average Home Value: $878,500
  • Average Monthly Housing Cost: $2,003
  • Average Household Income: $141,473
  • 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.)


The Top Financial Advisor Firms in Walnut Creek, 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: 24 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: 19 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: 3 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: 3 years

ECHO45 ADVISORS LLC

Website

(877) 432-4645

1801 N California Blvd
Suite 101
Walnut Creek, CA 94596

SEC#: 801-118109
Years in Business: 1 years