Walnut Creek Wealth Management
Our team is dedicated to helping you make good financial decisions. We help you obtain a comfortable future using our customized financial planning and investment strategy. This approach helps manage risk, provide lifetime income, protect growth and aims to minimize taxes. Our client’s successes have propelled us to become one of the premier wealth management firms in the East Bay. As an independent fee-based firm, we are free from ties to the big banks, insurance companies, and Wall Street brokerage houses. Our clients value our unbiased, straight forward advice and the confidence it provides.
7-day free trial · no credit card
Verified contacts
2
available on Kipplo
LinkedIn employees
1
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
4
tools in use
Monthly traffic
13K
organic / mo
Sign up free to see all 2 verified contacts at Walnut Creek Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- RT
Rebecca Thulien
Senior Client Services Manager · Customer/Client Service
EmailPhone - DR
Don Rogers
Director of Research · Research & Development
EmailPhone
Showing 2 of 2 verified contacts
Top roles at Walnut Creek Wealth Management
2 distinct titles indexed · top 2 shown.
- 1director of research
- 1senior client services manager
Sign up to unlock all 2 contacts at Walnut Creek Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 2 verified contacts at Walnut Creek Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.