Itineris Financial Advisors

Itineris Financial Advisors is a comprehensive financial planning and investment management firm based in Walnut Creek, CA. They specialize in serving mid-life professionals who are going through career transitions and seeking guidance on their financial future. With a personalized approach, they offer services such as retirement planning, investment management, risk management, estate planning, tax planning, and more.

Founded by William Bill Pollak, Itineris Financial Advisors understands the unique needs and challenges that come with mid-life career changes. They provide a 7-step financial planning process to help clients navigate their financial journey and make informed decisions. With a focus on empowering individuals to define their next chapter, Itineris Financial Advisors aims to ensure their clients feel confident about their financial future.

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