Financial Advisors in Lafayette, California (Contra Costa County)

Daniel Leahy, CFP, CRTP
Pennington Financial Group is a fee-only independent Investment Advisory and Financial Planning firm. In addition to personal portfolio management, we specialize in tax planning, estate planning, and retirement planning. Our mission is to help our clients clarify their financial goals, make better financial decisions, and to effectively manage their financial resources for both today and years into the future. As a fee-only advisor, we do not accept sales commissions of any kind. Our only form of compensation is derived directly from our clients, and in our opinion, this creates an atmosphere more conducive to offering trusted and objective advice. We believe that the fee-only compensation model best aligns the interests of the client and advisor, and reduces conflicts of interest.
We are pleased to offer a no cost initial consultation and invite you to call our office for an appointment. During our initial meeting we take our time to get acquainted with you, to find out what is important to you, and to determine if our services would be a good fit with your needs. We look forward to hearing from you.
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We provide comprehensive, holistic, fee-only planning and wealth management. We provide tax planning and preparation, career planning, portfolio analysis, retirement and financial independence planning, education planning, insurance review, goal setting, debt management, estate planning, and more. We serve individuals as well as small business owners.... See More

Provide Fee-Only Financial Planning on an Houly basis, and Portfolio Management.

As a Fiduciary, we are always looking out for the client's best interest.

No Asset or Wage minimums, so we offer financial advice to people form all walks of life.

The initial "Get Acquainted" meeting is complimentary.... See More

Jerrold Lex Grecu, CFA, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Grecu Capital Management's services are best suited for those with $500,000 or more to invest. As a fiduciary, fee-only advisor, Grecu Capital Management, Inc. has always put our clients' interests first. Since 2001 we have provided personalized comprehensive solutions in wealth managment and financial planning so that our clients can devote more time and attention to what truly matters in life. We have no proprietary products to sell and we accept no commissions. Our only products are unbiased advice and the peace of mind that comes with knowing you're prepared. Manage, Preserve and Grow Your Wealth Experience, expertise, great personal relationships - all at a company you can trust. That's exactly what you'll find at Grecu Capital Management, Inc. Investment Management Financial Planning Retirement Planning Tax Planning Specialized Services Customized 401(k) Solutions Do you want to ensure your employees have the best 401(k) retirement plan available to them while protecting yourself and your company from future liability? Are you the fiduciary of your 401(k) plan, but have too many responsibilities and not enough time to manage it properly? Do you have concerns that your employees do not have enough education on retirement planning to make prudent choices? If this sounds familiar, we have the solution! Grecu Capital Management, Inc. has the knowledge, the expertise, and the time to devote to your company 401(k) retirement plan. The GCM 401(k) Retirement Plan Solution provides your employees with the ongoing support and knowledge they need to make informed decisions and en... See More

Gerald Gasber, CFP, CFS, CIMA, CIMC
At Gasber Financial Advisors, Inc. we take the responsibility and trust our clients place in us very seriously. - By thoroughly analyzing each client's financial situation, we create a comprehensive, personalized financial plan with the goal of leaving no aspect of his or her financial future to chance. - We believe that successful long term investing is a simple process but it is not easy. To insure implementation of a prudent, disciplined strategy each client's investment portfolio is governed by a written investment policy. - Because a plan is only as good as its implementation, we continue to work closely with each client after delivery of their financial plan to make sure recommendations are followed and adjustments are made as needed. - We strive to provide each client with the highest level of service and personalized attention. As a result we realize that we cannot be all things to all people and have committed to limiting our practice to an appropriate number of families.... See More

J. Jeffrey Lambert, CFP
We listen deeply to clients. Finding out what is most important to you - your priorities and concerns is our most important job. By helping you gain clarity on what you want your money to do for you helps us to support you in aligning your money with what is most important to you your life, so you can more fully live the life you want to lead. The processes used to develop this clarity and translate it into action have been coalesced from 100's of financial planning practices with whom I have shared over the years and further refined by my work as the director of the Financial Planning at UC Davis Extension.... See More