K&D Wealth Strategies
Business details
- Category
- Financial Services · Financial planner
- Address
- 1850 Mt Diablo Blvd Ste 300, Walnut Creek, CA 94596
- Phone
- (415) 830-5764
- Website
- rockco.com
- County
- Contra Costa County
Hours
- Monday: Open 24 hours
- Tuesday: Open 24 hours
- Wednesday: Open 24 hours
- Thursday: Open 24 hours
- Friday: Open 24 hours
- Saturday: Open 24 hours
- Sunday: Open 24 hours
About
K&D Wealth Strategies is a financial planning practice in Walnut Creek serving clients across the East Bay. We help individuals and families build a clear, personalized plan for their financial goals, from everyday budgeting to long-term retirement strategy.
Our work is centered on understanding each client's situation and walking through the options so decisions feel informed and confident. We aim to make financial planning approachable, with straightforward guidance and regular check-ins as circumstances change.
Whether you are just starting to plan for the future or refining an existing strategy, we would be glad to help.
Visit our website to learn more about our services and get in touch.
Our work is centered on understanding each client's situation and walking through the options so decisions feel informed and confident. We aim to make financial planning approachable, with straightforward guidance and regular check-ins as circumstances change.
Whether you are just starting to plan for the future or refining an existing strategy, we would be glad to help.
Visit our website to learn more about our services and get in touch.