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Introduction
As a CERTIFIED FINANCIAL PLANNERâ„¢, 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.
Contact Info
Address:
1350 Treat Boulevard, Suite 390
Walnut Creek
CA 94597
United States
Walnut Creek
CA 94597
United States
Tel:
925-233-4172
Fax:
925-937-6377
Website:
http://www.vkwealth.com
Offering
- Portfolio Management
- Financial Planning & Investments
- Annuities
- Investment Strategies
- Retirement Planning
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 6:00 am | 5:00 pm | ||||
| Tuesday | Open | 6:00 am | 5:00 pm | ||||
| Wednesday | Open | 6:00 am | 5:00 pm | ||||
| Thursday | Open | 6:00 am | 5:00 pm | ||||
| Friday | Open | 6:00 am | 5:00 pm | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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