Van Kesteren Capital ManagementSmall Business Financial ServicesUpdated on Mar 9, 2018 View more like this | Visit WALNUT CREEK, CA | Contact Van Kesteren Capital Management |
Van Kesteren Capital Management
1350 Treat Boulevard, Suite 390 Walnut Creek, CA 94597
Phone:
(925) 233-4172
Fax:
9259376377
Email:
[email protected]
Payment Accepted:
Cash, Check, Visa, Master Card, American Express
Hours:
Monday through Friday 6 am to 5 pm
Keywords:
Portfolio Management, Financial Planning & Investments, Annuities, Investment Strategies, Retirement Planning
UDAC:
69
Description:
As a CERTIFIED FINANCIAL PLANNER™, I assist individuals and companies in providing comprehensive wealth management planning. This comes in the form of creating portfolios and planning strategies to help work towards specified financial goals, unique to each client. I have worked on behalf of clients for 25 years, both in a branch managerial role and as an advisor. As a CFP, I assist clients in areas of:Retirement Planning, Investment Planning, Income Tax Planning Strategies, Financial Planning, Company Retirement plans, Insurance Planning and Risk Management, (Annuity and Life Insurance reviews), Employee Benefits Planning and Estate Planning.
(925) 233-4172
Fax:
9259376377
Email:
[email protected]
Payment Accepted:
Cash, Check, Visa, Master Card, American Express
Hours:
Monday through Friday 6 am to 5 pm
Keywords:
Portfolio Management, Financial Planning & Investments, Annuities, Investment Strategies, Retirement Planning
UDAC:
69
Description:
As a CERTIFIED FINANCIAL PLANNER™, I assist individuals and companies in providing comprehensive wealth management planning. This comes in the form of creating portfolios and planning strategies to help work towards specified financial goals, unique to each client. I have worked on behalf of clients for 25 years, both in a branch managerial role and as an advisor. As a CFP, I assist clients in areas of:Retirement Planning, Investment Planning, Income Tax Planning Strategies, Financial Planning, Company Retirement plans, Insurance Planning and Risk Management, (Annuity and Life Insurance reviews), Employee Benefits Planning and Estate Planning.
