While we are based out of Walnut Creek, California, we proudly serve clients well beyond our local radius.
Office Address: 1211 Newell Ave, Suite 230, Walnut Creek, CA 94596
Phone Number: 925-465-6384
Financial Planning is all about crafting a personalized financial strategy that covers everything from investments to taxes to estate planning, designed to help individuals and families, just like you, to pursue their unique goals.
Because your financial future deserves more than a guess. A CFP® brings the training, ethics, and insight to help you move forward with confidence—not confusion. At 17 Mile Drive, we pair certified expertise with human understanding, so you’re not just checking a box. You’re building a partnership that actually gets you.
At 17 Mile Drive, we believe both are essential. We start with a personalized financial plan rooted in your life—not just the market—and then manage your investments with the same care, clarity, and long-term focus. The result? A cohesive strategy that supports your life now, and your legacy later.
While the terms are often used interchangeably, they serve different purposes. Financial planning is the foundation—it’s the roadmap that outlines your goals and guides decisions across retirement, taxes, insurance, estate planning, and more. Wealth management builds on that foundation by integrating investment strategy and portfolio management into your broader financial picture.
At 17 Mile Drive, we believe both are essential. We start with a personalized financial plan rooted in your life—not just the market—and then manage your investments with the same care, clarity, and long-term focus. The result? A cohesive strategy that supports your life now, and your legacy later.
Look for a firm that sees the whole picture—not just your portfolio. The right fit feels clear, connected, and aligned with your values. At 17 Mile Drive, we lead with presence, not pressure. You’ll know if we’re the right partner the moment the conversation begins.
We offer full-spectrum financial planning and investment management built for real life. That includes retirement strategies, tax planning, estate and legacy design, business exit support, and custom investment strategies—all rooted in clarity, care, and long-term vision.