Wallace Advisory Group

Gemmer Asset Management LLC, established in 1992, is a registered investment advisor based in Walnut Creek, CA, dedicated to providing high-quality and unbiased investment management services to the Bay Area community. With over 100 combined years of experience, the firm prides itself on building strong partnerships with financial advisors, enabling them to effectively support their clients through sound investment strategies and comprehensive back-office assistance. The company utilizes a rigorous, research-driven investment philosophy that incorporates modern portfolio theory and tactical asset class shifts, ensuring a high level of customization and personalized attention for both advisors and their clients. As a wholly employee-owned firm, Gemmer is committed to fostering relationships that prioritize client needs and deliver effective financial solutions. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Walnut Creek, CA area, John Paul Greiten will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Aaron Sellers - UBS Financial Services Inc. in Walnut Creek, CA is a team of experienced financial advisors dedicated to providing personalized planning solutions for families and individuals in transition points of their lives. Led by Aaron Christopher Sellers, the team offers services in investment planning, retirement planning, and strategic business transitions, connecting clients to partnerships with investment banking, business development groups, and wealth management at UBS to provide lifelong solutions. With a focus on understanding clients' priorities and concerns, Aaron and his team work together to help clients confidently pursue their life goals. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2023 and 2024, Aaron Sellers and the Sentinel Wealth Consulting Group at UBS Financial Services bring over 150 years of combined experience in the financial service industry. Aaron's passion for providing nuanced and individualized planning solutions is evident in his commitment to understanding clients' needs and connecting them to the right resources. When not in the office, Aaron can be found at the gym, enjoying a movie, or exploring the vibrant San Francisco Bay Area. His expertise in technology and love for books make him a knowledgeable and engaging advisor.Generated from the website