Linda Moran - Private Client Advisor
Business details
- Category
- Financial Services · Investment service, Financial consultant, Financial planner
- Address
- 1480 Shattuck Ave., Berkeley, CA 94709
- Phone
- (925) 588-5352
- Website
- bankofthewest.com
- County
- Alameda County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: 8 AM–5 PM
- Sunday: 8 AM–5 PM
About
Linda Moran - Private Client Advisor brings personal financial guidance to individuals and families across Berkeley and the wider East Bay, helping them plan with clarity and confidence. Our work centers on investment services and financial planning, tailored to each client's goals, timeline and comfort with risk.
We take the time to understand where you are today and where you want to go, then build a plan you can follow with confidence. Our approach is practical and patient, with clear explanations at every step so you always know what is happening with your money.
Whether you are saving for the next chapter, preparing for retirement or looking for a steady partner to review your investments, we are here to help.
Learn more and book through our website.
We take the time to understand where you are today and where you want to go, then build a plan you can follow with confidence. Our approach is practical and patient, with clear explanations at every step so you always know what is happening with your money.
Whether you are saving for the next chapter, preparing for retirement or looking for a steady partner to review your investments, we are here to help.
Learn more and book through our website.