Arbor Wealth Management

TIAA Financial Services has been committed to serving those in the academic, medical, cultural, and research fields for over 100 years. With a client-focused approach, they work with individuals to create long-term financial plans tailored to their unique needs and goals. Based in Walnut Creek, California, Wealth Management Advisor Konstantine Giannoutsos leverages more than two decades of experience to educate clients in areas such as asset management, estate planning, and retirement planning. He primarily assists clients from the academic and medical sectors, delivering guidance rooted in a tradition of service and expertise. Generated from the website

David is a Senior Portfolio Manager and Senior VP of Wealth Management at UBS Financial Services. As a Financial Advisor and a Certified Financial Planner, David is passionate about providing holistic guidance on customized succession planning solutions for high net worth and ultra high net worth individuals to realize their financial goals and dreams. David leads a successful Sentinel Wealth Consulting Group team of nine members offering over 100 years of experience in the financial service industry and managing over 1 billion dollars in assets. David positions clients to achieve financial security by providing solid financial advice and coaching them through lifes challenges and goals.David has over thirty two years of industry experience working at Smith Barney and its predecessor firms, joining UBS in 2009. He received his Wealth Advisor designation in 2012. He offers services in investment planning, retirement planning and strategic business transition planning to individuals and business owner executives. David also works closely with corporate plan sponsors and third party administrators to offer retirement solutions and planning for business owners. One of his strengths is working with business owners in partnership with investment banking, the business development group and wealth management to provide solutions on M&A and sales. He also works with executives and individuals of private foundations to assist them with charitable giving and trust solutions.