As an experienced financial advisor, I provide clients personalized financial services to achieve their financial independence. Through a strong partnership with each client, I utilize wealth strategies, including estate considerations, retirement planning and risk assessment, to help them achieve their goals. By designing, building, implementing and maintaining a strategy, I guide my clients to financial security both in the short-term and long-term.
Working closely with professional partners, such as CPAs and attorneys, our comprehensive process enables clients to address five key areas: smart financial decision-making, mitigating taxes, caring for their heirs, insuring their assets and magnifying charitable gifts. Our professional network shares our mission of helping clients attain and maximize the financial goals that are most important to them.
Since 2003, I have been successfully helping my clients achieve their financial goals. As a lifelong learner, I obtained my CFP®. Previously, I was an active trader in both international and domestic markets for a major bank. My experience and knowledge of financial markets is both broad and deep.
My passion for world travel has afforded me the opportunity to explore and learn from many different cultures. Experiences such as cruising the Nile or seeing wildlife up close on an African safari are incredibly memorable. However, meeting people from across the globe has provided the most rewarding moments of my travels.
As a resident of the East Bay for the past 25 years, I am pleased that our team can provide you exceptional service in our convenient Walnut Creek office.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Domestic Partner Finances
Office Address1801 N California Blvd Ste 107
Walnut Creek, CA 94596
Phone NumberLawrence R Kolka at (925) 472-0322
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