Ruth Mitchell - Diversified Capital Funding

David is a CFP® specializing in helping successful professionals and business owners review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries...

Sereno - Walnut Creek is a prominent local real estate company, known for being the largest independently owned and operated firm in Northern California, with a strong presence across various communities including the Peninsula, Silicon Valley, East Bay, and more. Their hyperlocal focus empowers them to offer unique expertise and community intelligence, ensuring tailored services for each client. Affiliated with Christies International Real Estate, Sereno - Walnut Creek combines local knowledge with a global reach, allowing them to connect clients with a vast network spanning nearly 50 countries. Committed to social responsibility, they prioritize giving back to the community through both financial contributions and grassroots volunteer efforts. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.