Carbonell Wealth Management
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 1331 N California Blvd Ste 650, Walnut Creek, CA 94596
- Phone
- (925) 279-1711
- Website
- us.rbcwealthmanagement.com
- County
- Contra Costa County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Walnut Creek and East Bay families turn to Carbonell Wealth Management for financial planning and investment services built around their long-term goals. We help individuals and households in Walnut Creek and across the East Bay plan with confidence, bringing together investment management and financial planning in one relationship.
Our work starts with understanding where you are today and where you want to go, so every recommendation is tied to your own priorities. We take the time to explain each step clearly, so you always know what we're doing with your money and why.
Our team works with clients at every stage, from building savings and planning for retirement to managing wealth you've already built.
Learn more and get in touch through our website.
Our work starts with understanding where you are today and where you want to go, so every recommendation is tied to your own priorities. We take the time to explain each step clearly, so you always know what we're doing with your money and why.
Our team works with clients at every stage, from building savings and planning for retirement to managing wealth you've already built.
Learn more and get in touch through our website.