PathWise
Business details
- Category
- Financial Services · Financial planner
- Address
- 1211 Newell Ave Ste 130, Walnut Creek, CA 94596
- Phone
- (925) 939-5607
- Website
- pathwise.co
- 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
PathWise brings financial planning to Walnut Creek and the surrounding communities of Contra Costa County. We help individuals and families look at their full financial picture and build a plan that fits their goals, whether that means saving for retirement, planning for a home purchase, or managing investments over time.
Our work starts with listening to where you are today and where you want to go, so every recommendation is tailored to your situation. We are glad to serve clients across the East Bay who want a clear, practical roadmap for their finances.
To learn more about how we can work together, visit our website or give us a call to set up a conversation.
Our work starts with listening to where you are today and where you want to go, so every recommendation is tailored to your situation. We are glad to serve clients across the East Bay who want a clear, practical roadmap for their finances.
To learn more about how we can work together, visit our website or give us a call to set up a conversation.