David Meucci CFP Chfc-Progressive Asset Management

Vining Sparks is a financial services firm based in Sebastopol, CA, offering a range of investment and advisory services to clients. With a focus on personalized solutions and strategic insights, the company aims to help individuals and businesses navigate the complexities of the financial world. Specializing in areas such as fixed income securities and interest rate risk management, Vining Sparks provides expertise in optimizing financial portfolios and maximizing returns. By leveraging their experience and market knowledge, the firm assists clients in making informed decisions to achieve their financial goals. Generated from their business information

SpecialtiesProviding independent wealth management services for individuals, families, and businesses.

Willow Creek Wealth Management, located in Sebastopol, CA, has been serving clients for over 40 years with a proven approach to financial planning and investment management. Their dedicated team offers tailored solutions designed to guide individuals and families on their unique financial journeys, emphasizing the importance of community and shared success. As an independent, employee-owned firm, Willow Creek Wealth Management prides itself on delivering reliable reassurance and personal guidance to its clients. With experience in serving over 700 families, the firm is committed to providing effective financial strategies that align with their clients' values and aspirations. Generated from the website