financial advisors in walnut creek

If you're looking for a financial advisor in the Walnut Creek area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

Lafayette - location page_compressed


Lisa Villagrana
Client Relationship Associate

Stephan Siegal
Senior Client Relationship Associate

Andrea Grumley, CFP®
Senior Financial Planner

Ann Bevan
Senior Client Relationship Associate

Joshua Phillips
Client Relationship Associate

Contact Our Walnut Creek Financial Advisors

Our Walnut Creek office is right on the corner of Mt. Diablo Rd. and North California Street.
Parking availability is great. You'll find visitor parking entry points on Bonanza Ave, near N. California Street, or on Mt. Diablo Road. Our Lafayette office invites you to visit us and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Managing Life Transitions

CERTIFIED FINANCIAL PLANNER(TM) professionals like EP Wealth Advisors’ Pete Fry and Levi Anderson...