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Qualifications of Financial Advisor in Walnut Creek

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Walnut Creek, California
Financial Advisor Office Location Phone Number
David Bobrowsky, CFP®,
David Bobrowsky, CFP®
1261 Locust St.,
Walnut Creek, CA  94596
(925) 322-0799
Insight Wealth Strategies,
Insight Wealth Strategies
5000 Executive Parkway,
San Ramon, CA  94583
(925) 659-8007
Mallory Dinis,
Financial Engines Advisors, LLC
4301 Hacienda Drive, Suite 100,
Pleasanton, CA  94588
(925) 227-0555
Jennifer Davis, CFP®,
SkyOak Wealth Management, Inc.
201 Mission Street,
San Francisco, CA  94105
(800) 971-8070
Steve Ethridge,
Guardian Investment Management, LLC
1120 Mar West St.,
Tiburon, CA  94920
(415) 765-0428
Michael Richardson,
Financial Engines Advisors, LLC
951 Mariners Island Blvd,
San Mateo, CA  94404
(408) 970-0555
Pete Woodring,
Cypress Partners
23 Ross Common 4B,
Ross, CA  94957
(415) 530-3995
Ken Sakamoto,
Financial Engines Advisors, LLC
4040 Civic Center Drive,
San Rafael, CA  94903
(925) 227-0555
Michael Richardson,
Financial Engines Advisors, LLC
2100 Geng Road,
Palo Alto, CA  94303
(408) 970-0555
Ken Sakamoto,
Financial Engines Advisors, LLC
1050 Enterprise Way, 3rd Floor,
Sunnyvale, CA  94089
(408) 970-0555
Jennifer Staben,
Financial Engines Advisors, LLC
9245 Laguna Springs Drive Suite 200,
Elk Grove, CA  95758
(916) 780-5353

Information on Qualified Financial Advisors in Walnut Creek

Qualifications CRD# 4261724
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly


Office Location 1261 Locust St.,
Suite #60,
Walnut Creek,
CA 
94596
Phone Number (925) 3220799

David has been directly advising clients as a financial planner for 17 years. David joined Gateway Financial Advisors, Inc. and became affiliated with Cambridge Investment Research, Inc. as a Registered Representative and Investment Advisor Representative in 2014 in order to be able to offer completely independent advice to his clients. David has been a Certified Financial Planner™ practitioner since 2004. He earned the Chartered Life Underwriter® designation in 2005 and, most recently, in 2010 the Chartered Financial Consultant® designation, both through the American College of Bryn Mawr, PA. David is a member of the Financial Planning Association and the Northern California Planned Giving Council. David is a graduate of UCLA with a B.A. in Political Science, and also holds a M.A. and M.Phil. in Politics from NYU, where he pursued and published doctoral research on the causes and impact of the social investing movement.

About David Bobrowsky, CFP®

David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries. Helping others get the unbiased information they need to make sense of their options, designing a roadmap that reflects the specific concerns he hears from his clients, and supporting them to make tough but educated decisions to help gain control over their financial lives has been David's mission since he began his career in financial planning in 2000. As a Certified Financial Planner (TM) professional, David develops comprehensive financial planning strategies to help address client goals, and then help clients implement those strategies, often in coordination with clients' other professional advisors. To learn more about David's fee based financial planning process, call to set up a complimentary initial consultation.



Qualifications CRD# 4081824
Series 6, 7, 63, 65, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly, Subscriptions


Office Location 5000 Executive Parkway,
Suite 420,
San Ramon,
CA 
94583
Phone Number (925) 6598007

Insight Wealth Strategies' approach is based on understanding one's objectives, and using that to put together a comprehensive financial plan. We specialize in retirement planning, investment planning, estate planning, tax reduction strategies, and business succession planning. We help clients by building a customized solution to fit each individual's needs, and don't focus on making a commission by selling products. We have an obligation to our clients to make objective recommendations in their best interests, not ours. We are held to high ethical and compliance standards and each financial planner maintains their fiduciary commitment to the client. Our mission is to help our San Francisco Bay Area clients define and create a comprehensive financial plan, enabling them to reach their financial goals.

About Insight Wealth Strategies

We are a team of fiduciaries, we serve you and your best interest; we help you achieve your financial goals by understanding your unique objectives and concerns. Our planners will analyze your particular situation and offer recommendations that best suit you. We can also help you implement your financial plan and periodically review your plan as circumstances or goals change. We pride ourselves on delivering objective, strategic, and prudent advice designed to help our clients accumulate, protect and transfer wealth. Our comprehensive, personalized service focuses on understanding your objectives in any or all of the following areas: retirement planning, investment planning, estate planning, tax reduction strategies and/or business succession planning. We have offices across the Bay Area: San Ramon, Livermore, and Point Richmond, and in Houston, TX. We are conveniently located to better suit our clients' needs. Our professionals have over 100 years combined of experience in financial services. We can help address your needs of today and for many years to come. We look forward to working with you through all stages of your life.



Qualifications CRD# 5823103
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 4301 Hacienda Drive, Suite 100,
Pleasanton,
CA 
94588
Phone Number (925) 2270555

Mallory Dinis has been selected as a Smartvestor Pro because of her commitment to helping individuals achieve their long-term investing goals. Joined Financial Engines in 2011. Began her career in the financial services industry in 2010. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from California Polytechnic State University, San Luis Obispo. Mallory enjoys staying active outdoors with her husband and their Labrador Retriever.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2481766
FirmCRD# 154248
Series 7, 63, 65, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly


Office Location 201 Mission Street,
Suite 1200,
San Francisco,
CA 
94105
Phone Number (800) 9718070

About SkyOak Wealth Management, Inc.

Independence allows us to provide the best solutions for our client's needs and deliver the best service. Many brokerage firms serve the masses as well as their stockholders. As such, the size of the assets they manage makes it difficult to access certain opportunities. Also, they serve their stockholders first. In other words, an affluent client's needs may be subordinated to the needs of the firm and its collective client base. Independence allows us the opportunity to serve the individual needs of the client. As an independent advisor, we are committed to delivering the standard of service only a boutique firm can offer.



Qualifications CRD# 2703318
FirmCRD# 104935
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 1120 Mar West St.,
Suite D,
Tiburon,
CA 
94920
Phone Number (415) 7650428

Stephen A. Ethridge  Steve  Prior to joining Guardian, Steve was a principal at the San Francisco-based Registered Investment Adviser Stewart and Patten Co., LLC for two decades. During his tenure at Stewart and Patten assets under management at the Firm rose from $265 million to $725 million. Before that he spent time at BTR Capital Management, Bank of California and helped to found Spare, Kaplan, Bischel and Associates (now SKBA Capital Management). He is a long time member of the CFA Society of San Francisco and the CFA Institute. He served 24 years as a U.S. Navy Supply Corps Officer  7 on active duty and 17 as a Selective Reservist. He retired in 2005 as a highly decorated Captain. He helped to found and served as the initial CFO of Military Advantage which was eventually sold to Monster, Inc. He is a current member and past Chairman of the Business Advisory Board and a Director of the Rebel Venture Capital Fund at the University Of Mississippi School Of Business. He also serves as a Trustee of the Fraternal Care Trust for the Franciscan Friars in California. Steve is a Senior Portfolio Manager and is Guardians Chief Compliance Officer.

About Guardian Investment Management, LLC

As a Fiduciary, we offer independent and unbiased investment management. Our primary focus is on preservation of capital and protection from inflation. Our business consists of managing security accounts, each of which uses as custodian, a bank, or broker selected by the client. We hold a limited power of attorney that authorizes us to buy or sell securities. Although we do not consult with clients prior to individual security purchases and sales, occasional consultations are held to discuss general matters such as how the account managed by Guardian Investments relates to the client's other assets and requirements. Some clients impose restrictions on investment in certain securities or types of securities. Client portfolios are invested in stocks, taxable and tax-exempt bonds, and short-term instruments such as Treasury bills and money market funds. On occasion, we may invest in mutual funds, Exchange Traded Funds and other similar co-mingled investment products for smaller accounts managed as a courtesy for existing clients. A separate account is maintained for each client.



Qualifications CRD# 1003784
FirmCRD# 104510
Series 4, 6, 7, 12, 24, 53, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Hourly


Office Location 951 Mariners Island Blvd,
Suite 300,
San Mateo,
CA 
94404
Phone Number (408) 9700555

Joined Financial Engines in 2017. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 6, 7, 12, 24, 53, 63, and 65 examination(s) administered by FINRA. Hometown is in Northeastern Pennsylvania, but has lived in San Jose for 10 years. Married to Lynne for 36 years. They have one child: Ian who is studying to be a strength and conditioning coach for professional or college sports teams. Michael enjoys weight training, taking care of his pets, and volunteering at the German Shepherd Rescue organization.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 424062B
FirmCRD# 148070
Series 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 23 Ross Common 4B,
PO Box 1428,
Ross,
CA 
94957
Phone Number (415) 5303995

Peter co-founded Cypress Partners because he knew there was a better way to help people make successful wealth management decisions. During his tenure with U.S. Trust company, he was exposed to product-driven sales approaches and valuable client-centric services. Inspired by the latter, he was set on building a new kind of organization, one devoted to client advocacy, and to comprehensive wealth planning. Peter takes great pride in offering objective and transparent solutions to individuals and families that need collaborative planning in managing the complexities of generational family wealth. Peter works closely with clients to coordinate all aspect of their financial strategy by acting as their family CFO. His goal is to give clients the comfort of knowing that the financial aspects of their lives are diligently managed by estate attorneys, CPAs, insurance specialists and other experts they can trust. Born into the business, Peter benefits from a lifetime of wealth planning knowledge learned from his father and co-founder,Doug Woodring, who has been consulting with successful families in the San Francisco Bay area for several decades. Working together, they bring multi-generational expertiseto their clients. As a successful entrepreneur, investor and relationship manager, Peter brings valuable insight and resources to a wide range of clients who appreciate the personal attention and the collaboration of planning professionals that the firm offers.

About Cypress Partners

Cypress Partners was founded to help you protect, grow and optimize what's most important to you. Our relationship is a partnership, and it's guided by your participation in our comprehensive planning process. It begins with a conversation about your dreams, objectives, values, concerns and personal and professional relationships. Gaining a thorough understanding of your life allows us to formulate not only a specific plan, but also a team of independent, expert advisors to achieve your goals. Our expertise is financial planning and portfolio construction and management, as well as acting as the conduit between you and your advisory team. Your team will generally include an estate, tax and insurance planner who we collaborate with to optimize your wealth and efficiently achieve your goals. Our 401(k) Consulting group is dedicated to improving retirement outcomes and reducing plan sponsor liability. We help our plan sponsor clients run their 401(k) plans for the benefit of their employees. We focus on transparency, reducing plan fees, prudent approach to investing, comprehensive retirement and income for life planning and a diligent fiduciary process. We are a father and son partnership with institutional power and a boutique client experience. Our business depends on the satisfaction of our clients, and personalized service tailored to meet your needs is our passion. Our planning process is dynamic, and we constantly monitor your progress and make necessary changes as life unfolds. We value honesty, transparency, hard work, family, friends, community, the environment and healthy lifestyles. Our typical client shares similar values.



Qualifications CRD# 1095790
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 4040 Civic Center Drive,
Suite 200,
San Rafael,
CA 
94903
Phone Number (925) 2270555

Joined Financial Engines in 2013. Began his career in the financial services industry in 1979. Successfully completed the Series 7, 6, 63 and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Grew up in Hawaii and has Associate Degree from the University of Hawaii, LCC. Married to Jaclynn and they have a daughter, Erika age 15. Enjoys keeping fit by working out, watching sports, and going on vacations to Hawaii.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 1003784
FirmCRD# 104510
Series 4, 6, 7, 12, 24, 53, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Hourly


Office Location 2100 Geng Road,
Suite 210,
Palo Alto,
CA 
94303
Phone Number (408) 9700555

Joined Financial Engines in 2017. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 6, 7, 12, 24, 53, 63, and 65 examination(s) administered by FINRA. Hometown is in Northeastern Pennsylvania, but has lived in San Jose for 10 years. Married to Lynne for 36 years. They have one child: Ian who is studying to be a strength and conditioning coach for professional or college sports teams. Michael enjoys weight training, taking care of his pets, and volunteering at the German Shepherd Rescue organization.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 1095790
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 1050 Enterprise Way, 3rd Floor,
Sunnyvale,
CA 
94089
Phone Number (408) 9700555

Ken Sakamoto has been selected as a Smartvestor Pro because of his commitment to helping individuals achieve their long-term investing goals. Joined Financial Engines in 2013. Began his career in the financial services industry in 1979. Successfully completed the Series 7, 6, 63 and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Grew up in Hawaii and has Associate Degree from the University of Hawaii, LCC. Married to Jaclynn and they have a daughter, Erika age 15. Enjoys keeping fit by working out, watching sports, and going on vacations to Hawaii.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5862463
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 9245 Laguna Springs Drive Suite 200,
Elk Grove,
CA 
95758
Phone Number (916) 7805353

Joined Financial Engines in 2018. Began her career in the financial services industry in 2011. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned Bachelors of Science and Business Management from Western Governors University. Jennifer has two children: Makenzee and Andrew and a granddaughter: Lilly. She enjoys reading, writing and singing.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Walnut Creek, California
UBS Financial Services, Inc. Walnut Creek, CA
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