Shahan Avakian - UBS Financial Services Inc.

Business details

Category
Financial Services · Financial consultant, Financial planner
Address
1255 Treat Blvd #1000, Walnut Creek, CA 94597
Phone
(925) 746-0201
Website
advisors.ubs.com
County
Contra Costa County

About

Shahan Avakian - UBS Financial Services Inc. brings financial consulting and financial planning to clients in Walnut Creek and across the East Bay. We help individuals and families build a clear picture of their finances and work toward the goals that matter most to them.

Our planning approach focuses on understanding where you are today and where you want to go, then shaping a practical path forward. Whether you're planning for retirement, managing investments, or making decisions about your long-term financial security, we aim to make the process straightforward and well-explained.

Learn more about our services on our website, or give us a call or stop by to start a conversation.