Van Kesteren Capital Management
1350 Treat Blvd 3rd Fl, Walnut Creek, CA 94597
As a CERTIFIED FINANCIAL PLANNERâ„¢, I assist individuals and companies in providing comprehensive wealth management planning. This comes in the form of creating portfolios and planning strategies to help work towards specified financial goals, unique to each client. I have worked on behalf of clients for 25 years, both in a branch managerial role and as an advisor. As a CFP, I assist clients in areas of:Retirement Planning, Investment Planning, Income Tax Planning Strategies, Financial Planning, Company Retirement plans, Insurance Planning and Risk Management, (Annuity and Life Insurance reviews), Employee Benefits Planning and Estate Planning.
More Business Info
- Hours
- Regular Hours
Mon - Fri: - Extra Phones
Fax: 925-412-4488
- Services/Products
- Insurance Planning Portfolio Management Profit Sharing Plan Retirement Planning Tax Efficient strategies
- Location
- Treat Towers
- Other Link
- Categories
- Business Management, Business Coaches & Consultants, Financial Planning Consultants