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      Details

      General Info

      As a CERTIFIED FINANCIAL PLANNER™, I assist individuals and companies in providing comprehensive wealth management planning. This comes in the form of creating portfolios and planning strategies to help work towards specified financial goals, unique to each client. I have worked on behalf of clients for 25 years, both in a branch managerial role and as an advisor. As a CFP, I assist clients in areas of:Retirement Planning, Investment Planning, Income Tax Planning Strategies, Financial Planning, Company Retirement plans, Insurance Planning and Risk Management, (Annuity and Life Insurance reviews), Employee Benefits Planning and Estate Planning.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 925-233-4172

      Fax - 925-412-4488

      Address:
      1350 Treat Blvd 3rd Fl Walnut Creek, CA 94597
      Email:

      Link:

      http://www.vkwealth.com

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      Categories
      Business Management, Business Coaches & Consultants, Financial Planning Consultants
      Services / Products
      Insurance Planning Portfolio Management Profit Sharing Plan Retirement Planning Tax Efficient strategies
      Location
      Treat Towers
      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.