

Focus Areas
- Wealth Strategies
- Corporate Executives
- Entrepreneurs & Business Owners
- Not-for-profit Organizations
- Estate & Legacy Strategies
- Business Retirement Plans
Focus Areas
- Wealth Strategies
- Corporate Executives
- Entrepreneurs & Business Owners
- Not-for-profit Organizations
- Estate & Legacy Strategies
- Business Retirement Plans
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Traveling
- Active Lifestyle
- Cooking
- Hiking
- Music
Team Members
Kerri Harris-GayBranch Office Administrator
April StewartBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 06:00PM |
| Tue | 08:00AM - 06:00PM |
| Wed | 08:00AM - 06:00PM |
| Thu | 08:00AM - 06:00PM |
| Fri | 08:00AM - 06:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(925) 718-7537Fax
(833) 211-9386Office Address
3201 Danville Blvd #162Alamo, CA 94507opens in a new window
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