Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®

★★★★★5.0 (5) Financial Services Walnut Creek

Business details

Category
Financial Services · Financial planner, Financial advisor, Financial consultant
Address
700 Ygnacio Valley Rd Ste 140 Floor 1, Walnut Creek, CA 94596
Phone
(925) 478-5524
Website
diamondoakwealth.com
County
Contra Costa County

Hours

  • Monday: 8:30 AM–5 PM
  • Tuesday: 8:30 AM–5 PM
  • Wednesday: 8:30 AM–5 PM
  • Thursday: 8:30 AM–5 PM
  • Friday: 8:30 AM–2 PM
  • Saturday: Closed
  • Sunday: Closed

About

Integrity, clarity, and genuine care: that's what we offer at Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®. We provide financial planning and advisory services in Walnut Creek, serving clients across Contra Costa County and the East Bay.

We take complex financial topics and make them simple and easy to understand, so you can make confident decisions about your future. Our approach is hands-on and personal, and we take the time to get to know each client individually, with special attention to women who own small businesses and nurses.

We are calm, patient, and honest, and we treat every client like part of our family. We work in our clients' best interest, whether you're just starting to plan your savings or refining an existing strategy.

Book online through our website or reach out to us to start a conversation about your financial goals.