David Persin - RBC Wealth Management Financial Advisor

Business details

Category
Financial Services · Financial planner, Financial consultant, Investment service
Address
1331 N California Blvd Ste 650, Walnut Creek, CA 94596
Phone
(925) 279-1737
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

David Persin - RBC Wealth Management Financial Advisor is a Walnut Creek firm offering financial planning, investment services and personalized guidance for individuals and families. We help clients build a clear picture of their finances, set goals and work toward them with a plan that fits their life.

Our team serves clients across Walnut Creek and the East Bay, bringing RBC Wealth Management's resources to every conversation. Whether you are planning for retirement, managing investments or looking for a steady second opinion, we are here to listen first.

Learn more about our approach and services on our website, or call or stop by to schedule a conversation.