Financial Advisors in Walnut Creek, CA

Helping you elevate your financial potential

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2175 North California Boulevard

Suite 800

Walnut Creek, CA 94596

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THE Walnut Creek, ca TEAM

  • Cameron Ott

    Senior Financial Planner

    Elk Grove, Fresno, Roseville, San Rafael, Silicon Valley, Walnut Creek

    Cameron Ott

  • Curtis Hagner

    Director, Financial Planning

    San Rafael, Silicon Valley, Walnut Creek

    Curtis Hagner

  • Eddie Lee

    Director, Financial Planning

    Silicon Valley, Walnut Creek

    Eddie Lee

  • Jane Lang

    Director, Financial Planning

    Danville, San Rafael, Walnut Creek

    Jane Lang

  • Ken Sakamoto

    Director, Financial Planning

    San Rafael, Silicon Valley, Walnut Creek

    Ken Sakamoto

  • Mallory Dinis

    Director, Financial Planning

    San Rafael, Walnut Creek

    Mallory Dinis

  • Mark Palmer

    Executive Director, Financial Planning

    Danville, San Rafael, Silicon Valley, Walnut Creek

    Mark Palmer

  • Mark Sikich

    Director, Financial Planning

    Elk Grove, Roseville, San Rafael, Silicon Valley, Walnut Creek

    Mark Sikich

  • Melanie Guhit

    Director, Financial Planning

    San Rafael, Walnut Creek

    Melanie Guhit

  • Sean O'Bannon

    Director, Financial Planning

    San Rafael, Silicon Valley, Walnut Creek

    Sean O'Bannon

 

 

 

 

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Working with us in Walnut Creek, CA

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Walnut Creek is here for you, serving the East Bay, North Bay, San Francisco and Greater Sacramento areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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