financial planning in Walnut Creek, CA

Comprehensive Financial Planning

As CERTIFIED FINANCIAL PLANNER™ professionals located in Walnut Creek, CA, we specialize in organizing your finances and projecting the results of your savings so you can feel well prepared for your future. Whether you’re in need of Insurance, Investments, Taxation, Estate Planning or Retirement Planning services, we’ll help you make the decisions needed to reach your financial goals as efficiently as possible.
Granite Bay Wealth Management listens to your ambitions and makes recommendations accordingly while working with you for a holistic plan. We review data on all aspects of your financial life to develop immediate, medium-term and long-term plans. Financial planning isn’t a static process and adjustments need to be made depending on life’s circumstances and changes, such as marriage, the birth of a baby or an emergency health situation. We set realistic goals, consistently check in on progress, and are with you throughout life’s celebrations and challenges. 

Beyond Managing Investments | Walnut Creek, CA

Financial Planning goes beyond just managing investments.  It is a consultative process of working with clients to develop a financial plan and find solutions to complex problems. We coordinate a team of experts to address client needs and help you navigate through your financial life.

Looking for help with your finances?

Contact us if you have questions or would like to set up a meeting.

Get in touch with a wealth management expert in Walnut Creek, CA