Wen Capital Advisory Group
Business details
- Category
- Financial Services · Financial institution, Financial advisor, Financial consultant, Financial planner, Investment service
- Address
- 11100 San Pablo Ave Suit 210, El Cerrito, CA 94530
- Phone
- (800) 916-9860
- Website
- wenadvisory.com
- 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
At Wen Capital Advisory Group, we help families and individuals in El Cerrito and across the East Bay build a clearer path toward their financial goals. We offer financial planning and investment advisory services designed around each client's priorities, whether that means saving for retirement, growing investments, or planning for the years ahead.
Our approach starts with understanding where you are today and where you want to go, so every recommendation is tailored to your situation rather than a one-size-fits-all solution. We work with clients in El Cerrito, nearby Richmond and Albany, and throughout Contra Costa County, bringing a personal, attentive relationship to every stage of your financial life.
Whether you are just beginning to plan or looking to refine a strategy you already have, we are glad to talk through your options.
Learn more and get in touch through our website.
Our approach starts with understanding where you are today and where you want to go, so every recommendation is tailored to your situation rather than a one-size-fits-all solution. We work with clients in El Cerrito, nearby Richmond and Albany, and throughout Contra Costa County, bringing a personal, attentive relationship to every stage of your financial life.
Whether you are just beginning to plan or looking to refine a strategy you already have, we are glad to talk through your options.
Learn more and get in touch through our website.