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    Walnut Creek Wealth Management

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    Description

    • Our team is dedicated to helping you make good financial decisions. We help you obtain a comfortable future using our customized financial planning and investment strategy. This approach helps manage risk, provide lifetime income, protect growth and aims to minimize taxes. Our clients successes have propelled us to become one of the premier wealth management firms in the East Bay. As an independent fee-based firm, we are free from ties to the big banks, insurance companies, and Wall Street brokerage houses. Our clients value our unbiased, straight forward advice and the confidence it provides.
    • location

      Headquarters:1850 Mt Diablo Boulevard Suite 170, Walnut Creek, California, United States

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    • Walnut Creek Wealth Management phone

      Phone Number: +1 925-280-1800

    • Walnut Creek Wealth Management website

      Website: https://www.walnutcreekwealth.com

    • Walnut Creek Wealth Management employees

      Employees:8

    • Walnut Creek Wealth Management revenue

      Revenue:$1 - 10M

    • Walnut Creek Wealth Management legal name

      Legal Name:Walnut Creek Wealth Management

    • Walnut Creek Wealth Management's Social Media

      Walnut Creek Wealth Management linkedin Walnut Creek Wealth Management facebook Walnut Creek Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Certified Financial Planner And Partner for Walnut Creek Wealth Management

    Bernie Smit

    Certified Financial Planner And Partner

    Person level website visitor identification

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    View Employees

    Bernie Smit

    Certified Financial Planner And Partner

    Don Rogers

    Director Of Research

    Rebecca Thulien

    Senior Client Services Manager

    Frequently Asked Questions regarding Walnut Creek Wealth Management

    • Where are Walnut Creek Wealth Management's Headquarters?

      Walnut Creek Wealth Management's Headquarters are in 1850 Mt Diablo Boulevard Suite 170,Walnut Creek,California,United States

    • What is Walnut Creek Wealth Management's phone number?

      Walnut Creek Wealth Management's phone number is +1 925-280-1800

    • What is Walnut Creek Wealth Management's official website?

      Walnut Creek Wealth Management's official website is https://www.walnutcreekwealth.com

    • What is Walnut Creek Wealth Management's Revenue?

      Walnut Creek Wealth Management's revenue is $1 - 10M

    • What is Walnut Creek Wealth Management's NAICS code?

      Walnut Creek Wealth Management's NAICS code is 523930

    • How many employees are working in Walnut Creek Wealth Management

      Walnut Creek Wealth Management has 8 employees

    • What is Walnut Creek Wealth Management's Industry?

      Walnut Creek Wealth Management is in the industry of Financial Services

    • Who is Walnut Creek Wealth Management's Certified Financial Planner And Partner?

      Walnut Creek Wealth Management's Certified Financial Planner And Partner is Bernie Smit

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