Van Kesteren Capital Management
1350 Treat Boulevard 3rd Floor
Walnut Creek,
CA
94597
(925) 233-4172
Today: 6:00 AM to 5:00 PM
Alternate Phone: (925) 412-4488
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.
Mon 6:00 AM to 5:00 PM
Tue 6:00 AM to 5:00 PM
Wed 6:00 AM to 5:00 PM
Thu 6:00 AM to 5:00 PM
Fri 6:00 AM to 5:00 PM
Sat Closed
Sun Closed
Products and Services
Retirement Planning, Profit Sharing Plan, Tax Efficient strategies, Insurance Planning, Portfolio Management
