Walnut Creek, CA Financial Advisor Office

Expertise: Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Disability Income Planning, Business Succession Planning, Business Risk Management, Estate Planning, Employee and Executive Benefits Planning, Business Continuation Planning, Business Valuation Planning, Education Funding, Special Needs Planning

Languages: English

Location: Walnut Creek CA, 94596

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Stephen Bundy

CLU®, ChFC®

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Expertise: Business Risk Management, Financial Planning, Retirement Planning

Languages: English

Location: Walnut Creek CA, 94596

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Michelle Clark Peterson

MBA

I started my career at Northwestern Mutual in 2007 as a summer intern in the Twin Cities. I then explored other career goals for several years, including obtaining my MBA, and returned to NM in spring of 2023. I live in the Bay Area with my husband, two kids and our dog, Rumi. In my free time my hobbies including running, reading, and adventuring with my family.Visit my website

Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Retirement Planning, Business Risk Management, Education Funding, Business Succession Planning, Employee and Executive Benefits Planning

Languages: English

Location: Walnut Creek CA, 94596

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Jeremy GeeJeremy's practice works closely with compassionate individuals who are dedicated to planning for a better future. Jeremy specializes in combining world-class insurance along with internationally recognized investments to better individual's financial futures.Visit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Estate Planning

Languages: English

Location: Walnut Creek CA, 94596

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Andrew HoltAndrew Holt is home grown in Northern California. He was born in Sacramento, went to college at Saint Mary’s College of California and opted to stay in the Bay Area after graduation. In 2023, Andrew joined Northwestern Mutual to bring a proactive planning focus to help people increase their likelihood of financial success.Visit my website

Expertise: Financial Planning, Investment Strategies, Life Insurance Planning, Retirement Planning, Disability Income Planning, Education Funding

Languages: English

Location: Walnut Creek CA, 94596

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Alex IcazaAlex's practice helps individuals achieve a more secure future for themselves, their families, and businesses through a comprehensive planning process. Alleviate financial stresses, and address those issues by the use of creative solutions to achieve financial goals in a tax efficient way.Visit my website

Expertise: Wealth Management, Financial Planning, Investment Strategies, Life Insurance Planning, Retirement Planning, Business Continuation Planning, Disability Income Planning, Estate Planning

Languages: English

Location: Walnut Creek CA, 94596

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Ryan Keyser Visit my website

Languages: English

Location: Walnut Creek CA, 94596

CLU®, ChFC®, CLTC®

Expertise: Estate Planning, Employee and Executive Benefits Planning, Long Term Care Planning, Retirement Planning, Education Funding, Life Insurance Planning, Disability Income Planning

Languages: English

Location: San Francisco CA, 94111

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Matt LangsethI specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.Visit my website

Expertise: Education Funding, Financial Planning, Life Insurance Planning, Retirement Planning, Disability Income Planning, Investment Strategies

Languages: English

Location: Walnut Creek CA, 94596

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