Brandon York - RBC Wealth Management Financial Advisor

Brandon York - RBC Wealth Management Financial Advisor is a financial planning and investment practice in Walnut Creek, helping individuals and families across Contra Costa County plan for their financial goals. We offer personalized financial planning and investment advisory services, working with clients to build portfolios aligned with their goals, time horizon and comfort with risk.

Our approach starts with understanding your full financial picture, so we can recommend strategies for saving, investing and long-term planning. We take the time to explain each step clearly, so you always know where your money stands and why we are recommending a particular course of action.

Whether you are planning for retirement, managing investments you already hold, or preparing for a major life change, we aim to make the process straightforward and well organized.

Learn more about our services on our website, or call or stop by our office to schedule a conversation about your goals.